+437.6%
ICLR price history and return analytics
+346.0%
+91.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | -3.1% | -2.3% | -0.8% | -1.4% |
| 30D | +24.8% | -5.0% | +29.7% | +29.8% |
| 3M | +27.0% | -4.9% | +31.9% | +31.9% |
| 6M | +64.9% | -1.5% | +66.5% | +66.1% |
| YTD | +12.4% | +8.5% | +3.9% | +5.7% |
| 1Y | +28.0% | +11.4% | +16.6% | +18.0% |
| 3Y | -20.6% | +70.1% | -90.7% | -46.9% |
| 5Y | -23.0% | +53.7% | -76.7% | -43.7% |
| 10Y | +167.8% | +220.0% | -52.1% | +18.9% |
| All | +437.6% | +346.0% | +91.6% | +63.8% |
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