+32.1%
ICSH price history and return analytics
+226.9%
-194.7%
-3.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.8% | 0.0% |
| 7D | 0.0% | -2.0% | +2.0% | 0.0% |
| 30D | +0.2% | -1.4% | +1.6% | +0.2% |
| 3M | +0.8% | +4.7% | -3.9% | +0.8% |
| 6M | +1.7% | +11.4% | -9.7% | +1.5% |
| YTD | +2.3% | +13.1% | -10.7% | +2.2% |
| 1Y | +3.7% | +19.0% | -15.3% | +3.5% |
| 3Y | +15.6% | +73.9% | -58.4% | +14.7% |
| 5Y | +20.7% | +65.4% | -44.7% | +19.9% |
| All | +32.1% | +226.9% | -194.7% | +30.5% |
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