+76.9%
ICHR price history and return analytics
+72.7%
+4.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.8% | -1.1% |
| 7D | +5.6% | -2.0% | +7.6% | +12.2% |
| 30D | -17.4% | -1.4% | -16.0% | -13.5% |
| 3M | -22.7% | +4.7% | -27.5% | -30.2% |
| 6M | +28.4% | +11.4% | +17.0% | -0.9% |
| YTD | +202.6% | +13.1% | +189.5% | +127.6% |
| 1Y | +237.4% | +19.0% | +218.4% | +130.4% |
| All | +76.9% | +72.7% | +4.2% | -45.6% |
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