+26.4%
IYC price history and return analytics
+63.7%
-37.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | +0.6% |
| 7D | -3.8% | -2.0% | -1.8% | -1.5% |
| 30D | -6.0% | -1.4% | -4.6% | -4.5% |
| 3M | -1.8% | +4.7% | -6.5% | -7.1% |
| 6M | -3.0% | +11.4% | -14.3% | -14.8% |
| YTD | -5.3% | +13.1% | -18.3% | -18.4% |
| 1Y | -5.7% | +19.0% | -24.7% | -23.7% |
| 3Y | +41.1% | +73.9% | -32.8% | -27.9% |
| 5Y | +26.4% | +65.4% | -39.0% | -30.3% |
| All | +26.4% | +63.7% | -37.3% | -30.3% |
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