+817.7%
ILCG price history and return analytics
+346.0%
+471.7%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.0% |
| 7D | -4.8% | -2.3% | -2.5% | -2.6% |
| 30D | -12.8% | -5.0% | -7.8% | -8.3% |
| 3M | -10.1% | -4.9% | -5.2% | -5.6% |
| 6M | -7.8% | -1.5% | -6.3% | -6.0% |
| YTD | +0.9% | +8.5% | -7.5% | -5.9% |
| 1Y | +1.3% | +11.4% | -10.1% | -7.9% |
| 3Y | +72.8% | +70.1% | +2.7% | +7.5% |
| 5Y | +48.4% | +53.7% | -5.3% | +2.8% |
| 10Y | +379.0% | +220.0% | +159.0% | +81.5% |
| All | +817.7% | +346.0% | +471.7% | +158.1% |
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