+25.2%
ICUI price history and return analytics
+221.8%
-196.5%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.4% |
| 7D | +4.2% | +2.4% | +1.8% | +2.0% |
| 30D | +10.2% | -1.5% | +11.7% | +11.6% |
| 3M | -2.1% | -4.1% | +2.0% | +1.5% |
| 6M | +46.9% | +0.6% | +46.3% | +45.9% |
| YTD | +25.7% | +11.0% | +14.6% | +14.7% |
| 1Y | +29.4% | +13.3% | +16.1% | +16.1% |
| 3Y | +118.5% | +73.4% | +45.1% | +39.5% |
| 5Y | -26.4% | +57.4% | -83.8% | -49.8% |
| All | +25.2% | +221.8% | -196.5% | -51.3% |
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 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