-68.4%
ICL price history and return analytics
+360.7%
-429.1%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.1% | -3.3% | -2.9% |
| 7D | -0.2% | -0.7% | +0.5% | +0.1% |
| 30D | -7.5% | -1.7% | -5.7% | -6.6% |
| 3M | -13.6% | -2.3% | -11.2% | -12.4% |
| 6M | -28.4% | +1.5% | -29.9% | -29.2% |
| YTD | -17.8% | +12.0% | -29.8% | -24.1% |
| 1Y | -17.0% | +12.9% | -29.9% | -23.8% |
| 3Y | +2.5% | +74.9% | -72.4% | -29.3% |
| 5Y | -33.4% | +59.9% | -93.3% | -51.2% |
| 10Y | +78.8% | +224.6% | -145.8% | -12.8% |
| All | -68.4% | +360.7% | -429.1% | -88.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling