+194.7%
ICVT price history and return analytics
+220.7%
-26.0%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.5% |
| 7D | -1.5% | -0.1% | -1.4% | -1.4% |
| 30D | -8.4% | -3.1% | -5.3% | -6.2% |
| 3M | -10.7% | -3.5% | -7.2% | -8.2% |
| 6M | -11.6% | +0.5% | -12.1% | -11.7% |
| YTD | +5.3% | +10.8% | -5.5% | -2.2% |
| 1Y | +1.4% | +11.9% | -10.5% | -6.5% |
| 3Y | +51.3% | +73.0% | -21.7% | -0.3% |
| 5Y | +16.7% | +58.6% | -41.9% | -18.1% |
| All | +194.7% | +220.7% | -26.0% | +17.4% |
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