+343.9%
IDCC price history and return analytics
+57.5%
+286.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | 0.0% |
| 7D | -6.7% | -0.1% | -6.6% | -6.5% |
| 30D | -11.5% | -3.1% | -8.4% | -8.4% |
| 3M | -15.8% | -3.5% | -12.3% | -12.4% |
| 6M | +5.1% | +0.5% | +4.7% | +5.4% |
| YTD | -7.3% | +10.8% | -18.0% | -15.9% |
| 1Y | -19.1% | +11.9% | -31.0% | -27.3% |
| 3Y | +242.7% | +73.0% | +169.8% | +97.1% |
| 5Y | +343.9% | +58.6% | +285.3% | +182.2% |
| All | +343.9% | +57.5% | +286.4% | +182.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling