+1,475.0%
IDCC price history and return analytics
+357.6%
+1,117.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.6% | +0.5% | +0.6% |
| 7D | -6.9% | +0.4% | -7.3% | -7.2% |
| 30D | -11.0% | -2.6% | -8.4% | -8.6% |
| 3M | -14.4% | -3.2% | -11.2% | -11.5% |
| 6M | +5.7% | +0.9% | +4.7% | +5.5% |
| YTD | -6.8% | +11.3% | -18.1% | -15.3% |
| 1Y | -19.8% | +14.0% | -33.8% | -28.7% |
| 3Y | +254.2% | +75.8% | +178.4% | +108.5% |
| 5Y | +349.7% | +57.8% | +291.8% | +193.9% |
| 10Y | +377.0% | +219.8% | +157.2% | +71.8% |
| All | +1,475.0% | +357.6% | +1,117.3% | +263.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling