-31.0%
ICLR price history and return analytics
+57.0%
-88.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.6% | -2.6% |
| 7D | -4.9% | +2.4% | -7.3% | -7.6% |
| 30D | +15.2% | -1.5% | +16.7% | +17.0% |
| 3M | +16.2% | -4.1% | +20.3% | +21.7% |
| 6M | +65.8% | +0.6% | +65.3% | +62.9% |
| YTD | +6.8% | +11.0% | -4.2% | -6.1% |
| 1Y | +19.1% | +13.3% | +5.7% | +2.3% |
| 3Y | -24.2% | +73.4% | -97.6% | -61.8% |
| All | -31.0% | +57.0% | -88.0% | -61.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling