-99.9%
ICU price history and return analytics
+76.8%
-176.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -3.0% |
| 7D | -5.0% | -0.1% | -4.9% | -4.9% |
| 30D | -47.4% | -3.1% | -44.3% | -47.0% |
| 3M | -48.5% | -3.5% | -45.0% | -48.2% |
| 6M | -57.7% | +0.5% | -58.1% | -57.6% |
| YTD | -20.8% | +10.8% | -31.6% | -21.3% |
| 1Y | -60.4% | +11.9% | -72.3% | -60.7% |
| 3Y | -98.7% | +73.0% | -171.6% | -98.6% |
| 5Y | -99.9% | +58.6% | -158.5% | -99.9% |
| All | -99.9% | +76.8% | -176.7% | -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 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