+188.8%
IYC price history and return analytics
+229.8%
-41.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | 0.0% |
| 7D | -1.9% | -1.1% | -0.8% | -0.8% |
| 30D | -4.4% | -1.0% | -3.4% | -3.4% |
| 3M | -2.9% | +3.2% | -6.1% | -6.2% |
| 6M | -1.7% | +12.5% | -14.1% | -13.5% |
| YTD | -4.4% | +14.1% | -18.5% | -17.2% |
| 1Y | -6.1% | +18.9% | -25.0% | -22.2% |
| 3Y | +40.0% | +74.1% | -34.0% | -22.1% |
| 5Y | +27.5% | +66.9% | -39.3% | -25.3% |
| All | +188.8% | +229.8% | -41.0% | -8.7% |
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