-93.2%
ICCM price history and return analytics
+76.6%
-169.8%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.7% |
| 7D | -3.1% | +1.0% | -4.1% | -3.5% |
| 30D | -28.2% | -0.2% | -28.0% | -28.2% |
| 3M | -39.3% | +4.5% | -43.8% | -41.4% |
| 6M | -88.3% | +14.1% | -102.4% | -89.4% |
| YTD | -87.9% | +14.8% | -102.7% | -89.1% |
| 1Y | -93.0% | +21.2% | -114.2% | -93.8% |
| 3Y | -93.2% | +76.6% | -169.8% | -95.1% |
| All | -93.2% | +76.6% | -169.8% | -95.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling