-67.7%
ICL price history and return analytics
+357.6%
-425.3%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -1.7% |
| 7D | +2.4% | +0.4% | +2.0% | +2.0% |
| 30D | -6.8% | -2.6% | -4.2% | -5.3% |
| 3M | -11.0% | -3.2% | -7.7% | -9.1% |
| 6M | -25.2% | +0.9% | -26.1% | -25.8% |
| YTD | -15.8% | +11.3% | -27.1% | -21.9% |
| 1Y | -14.7% | +14.0% | -28.7% | -22.2% |
| 3Y | +5.0% | +75.8% | -70.9% | -27.8% |
| 5Y | -32.7% | +57.8% | -90.6% | -50.3% |
| 10Y | +82.7% | +219.8% | -137.2% | -10.1% |
| All | -67.7% | +357.6% | -425.3% | -88.1% |
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