+349.5%
IDCC price history and return analytics
+221.8%
+127.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.0% |
| 7D | +1.2% | +2.4% | -1.2% | -1.5% |
| 30D | -11.4% | -1.5% | -9.9% | -9.7% |
| 3M | -15.9% | -4.1% | -11.8% | -11.5% |
| 6M | +7.3% | +0.6% | +6.8% | +7.5% |
| YTD | -8.5% | +11.0% | -19.5% | -18.5% |
| 1Y | -15.8% | +13.3% | -29.1% | -26.6% |
| 3Y | +229.9% | +73.4% | +156.5% | +73.5% |
| 5Y | +331.1% | +57.4% | +273.7% | +155.2% |
| All | +349.5% | +221.8% | +127.7% | 0.0% |
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