+474.0%
IDCC price history and return analytics
+226.9%
+247.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +2.9% | +3.1% |
| 7D | +3.1% | -2.0% | +5.1% | +5.5% |
| 30D | +2.5% | -1.4% | +3.9% | +4.2% |
| 3M | +36.8% | +4.7% | +32.1% | +30.6% |
| 6M | -4.8% | +11.4% | -16.2% | -15.7% |
| YTD | +9.6% | +13.1% | -3.5% | -4.6% |
| 1Y | +17.2% | +19.0% | -1.8% | -3.6% |
| 3Y | +343.9% | +73.9% | +269.9% | +132.7% |
| 5Y | +444.2% | +65.4% | +378.8% | +202.8% |
| All | +474.0% | +226.9% | +247.1% | +37.5% |
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