+6.3%
ICL price history and return analytics
+66.8%
-60.5%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.3% |
| 7D | +2.6% | +1.0% | +1.6% | +1.6% |
| 30D | +11.5% | -0.2% | +11.7% | +11.7% |
| 3M | +5.9% | +4.5% | +1.3% | +1.5% |
| 6M | +21.9% | +14.1% | +7.8% | +7.3% |
| YTD | +5.5% | +14.8% | -9.3% | -7.9% |
| 1Y | -1.3% | +21.2% | -22.5% | -18.2% |
| 3Y | +10.1% | +76.6% | -66.5% | -37.4% |
| All | +6.3% | +66.8% | -60.5% | -34.9% |
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