-32.7%
ICL price history and return analytics
+57.4%
-90.1%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -2.4% |
| 7D | +2.4% | +0.4% | +2.0% | +1.8% |
| 30D | -6.8% | -2.6% | -4.2% | -4.8% |
| 3M | -11.0% | -3.2% | -7.7% | -8.5% |
| 6M | -25.2% | +0.9% | -26.1% | -26.1% |
| YTD | -15.8% | +11.3% | -27.1% | -24.5% |
| 1Y | -14.7% | +14.0% | -28.7% | -25.4% |
| 3Y | +5.0% | +75.8% | -70.9% | -40.2% |
| 5Y | -32.7% | +57.8% | -90.6% | -56.6% |
| All | -32.7% | +57.4% | -90.1% | -56.6% |
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 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