-99.3%
ICCM price history and return analytics
+65.7%
-165.0%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -4.0% |
| 7D | -6.6% | -0.1% | -6.5% | -6.5% |
| 30D | -35.7% | -0.7% | -35.0% | -35.3% |
| 3M | -24.9% | +4.0% | -28.9% | -28.2% |
| 6M | -88.5% | +12.3% | -100.8% | -89.7% |
| YTD | -88.5% | +14.0% | -102.5% | -89.8% |
| 1Y | -93.2% | +20.3% | -113.5% | -94.2% |
| 3Y | -93.5% | +75.4% | -169.0% | -96.1% |
| 5Y | -99.3% | +66.0% | -165.3% | -99.5% |
| All | -99.3% | +65.7% | -165.0% | -99.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling