+148.1%
ICLR price history and return analytics
+222.7%
-74.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +1.0% |
| 7D | -0.6% | +2.9% | -3.5% | -3.5% |
| 30D | +22.0% | -2.5% | +24.5% | +25.0% |
| 3M | +19.9% | -3.3% | +23.3% | +23.8% |
| 6M | +64.4% | +1.5% | +62.9% | +60.5% |
| YTD | +10.0% | +11.4% | -1.3% | -1.4% |
| 1Y | +22.7% | +11.9% | +10.8% | +9.5% |
| 3Y | -21.8% | +73.9% | -95.7% | -55.3% |
| 5Y | -29.8% | +57.9% | -87.7% | -55.7% |
| All | +148.1% | +222.7% | -74.6% | -17.5% |
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