+196.7%
ICVT price history and return analytics
+223.7%
-27.0%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | -0.1% |
| 7D | +0.1% | +0.4% | -0.2% | -0.2% |
| 30D | -7.6% | -2.6% | -5.0% | -5.7% |
| 3M | -10.3% | -3.2% | -7.1% | -8.0% |
| 6M | -10.8% | +0.9% | -11.8% | -11.3% |
| YTD | +6.2% | +11.3% | -5.1% | -1.7% |
| 1Y | +3.2% | +14.0% | -10.8% | -6.1% |
| 3Y | +53.3% | +75.8% | -22.6% | -0.2% |
| 5Y | +16.0% | +57.8% | -41.8% | -18.3% |
| 10Y | +196.7% | +219.8% | -23.1% | +19.2% |
| All | +196.7% | +223.7% | -27.0% | +19.2% |
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