+487.0%
ICHR price history and return analytics
+216.9%
+270.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.9% | +1.9% | +0.9% |
| 7D | +1.7% | -1.1% | +2.8% | +4.3% |
| 30D | -17.1% | -1.0% | -16.1% | -15.0% |
| 3M | -31.8% | +3.2% | -34.9% | -34.7% |
| 6M | +27.9% | +12.5% | +15.4% | +4.4% |
| YTD | +211.2% | +14.1% | +197.1% | +150.3% |
| 1Y | +234.4% | +18.9% | +215.5% | +155.1% |
| 3Y | +81.9% | +74.1% | +7.9% | -29.3% |
| 5Y | +30.6% | +66.9% | -36.3% | -40.3% |
| All | +487.0% | +216.9% | +270.1% | -17.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling