-61.5%
ICU price history and return analytics
+13.3%
-74.8%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | 0.0% | -8.7% | -8.7% |
| 7D | -20.6% | -1.6% | -19.0% | -19.4% |
| 30D | -57.4% | -2.5% | -54.9% | -56.3% |
| 3M | -37.4% | -1.3% | -36.1% | -36.6% |
| 6M | -54.2% | +3.1% | -57.3% | -55.2% |
| YTD | -16.7% | +10.9% | -27.6% | -21.8% |
| All | -61.5% | +13.3% | -74.8% | -65.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling