+124.1%
ICLN price history and return analytics
+229.8%
-105.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | -0.4% |
| 7D | +0.8% | -1.1% | +2.0% | +2.1% |
| 30D | -2.7% | -1.0% | -1.7% | -1.6% |
| 3M | -13.4% | +3.2% | -16.5% | -16.0% |
| 6M | -2.9% | +12.5% | -15.4% | -14.1% |
| YTD | +9.4% | +14.1% | -4.7% | -4.5% |
| 1Y | +23.3% | +18.9% | +4.4% | +3.1% |
| 3Y | +20.7% | +74.1% | -53.4% | -34.5% |
| 5Y | -15.2% | +66.9% | -82.0% | -51.4% |
| All | +124.1% | +229.8% | -105.7% | -39.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling