+157.7%
ICOP price history and return analytics
+79.8%
+77.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.5% | +3.7% | +4.1% |
| 7D | +5.2% | +1.0% | +4.1% | +3.4% |
| 30D | +6.9% | -0.2% | +7.1% | +7.3% |
| 3M | +16.0% | +4.5% | +11.5% | +8.4% |
| 6M | +21.1% | +14.1% | +7.1% | +0.2% |
| YTD | +34.2% | +14.8% | +19.4% | +10.8% |
| 1Y | +81.4% | +21.2% | +60.2% | +39.1% |
| 3Y | +163.0% | +76.6% | +86.4% | +18.2% |
| All | +157.7% | +79.8% | +77.9% | +11.3% |
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 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