+107.2%
ICLR price history and return analytics
+221.4%
-114.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.4% | -3.4% |
| 7D | -1.9% | +1.0% | -2.9% | -2.9% |
| 30D | -3.8% | -0.2% | -3.5% | -3.5% |
| 3M | +4.0% | +4.5% | -0.5% | -1.0% |
| 6M | +47.7% | +14.1% | +33.6% | +28.1% |
| YTD | -13.1% | +14.8% | -27.9% | -24.2% |
| 1Y | -10.9% | +21.2% | -32.1% | -26.5% |
| 3Y | -36.7% | +76.6% | -113.3% | -64.2% |
| 5Y | -39.1% | +66.6% | -105.7% | -63.4% |
| 10Y | +107.2% | +222.3% | -115.1% | -31.3% |
| All | +107.2% | +221.4% | -114.2% | -31.3% |
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