-99.9%
ICU price history and return analytics
+66.2%
-166.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.9% |
| 7D | -1.3% | +1.0% | -2.3% | -1.5% |
| 30D | -10.1% | -0.2% | -9.8% | -10.0% |
| 3M | +1.7% | +4.5% | -2.8% | +1.0% |
| 6M | +17.1% | +14.1% | +3.0% | +15.5% |
| YTD | +22.9% | +14.8% | +8.2% | +21.3% |
| 1Y | -64.8% | +21.2% | -85.9% | -65.3% |
| 3Y | -93.8% | +76.6% | -170.3% | -93.6% |
| 5Y | -99.9% | +66.6% | -166.5% | -99.9% |
| All | -99.9% | +66.2% | -166.1% | -99.9% |
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