+10.6%
ICCC vs VOO
+75.1%
-64.5%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -1.0% |
| 7D | -1.7% | -0.9% | -0.8% | -1.5% |
| 30D | +6.1% | -2.3% | +8.5% | +6.7% |
| 3M | -6.9% | -1.2% | -5.8% | -6.7% |
| 6M | +20.6% | +3.3% | +17.3% | +19.7% |
| YTD | +65.7% | +12.3% | +53.4% | +61.4% |
| 1Y | +62.5% | +12.5% | +50.0% | +58.3% |
| 3Y | +88.7% | +79.2% | +9.5% | +69.6% |
| 5Y | +10.6% | +75.7% | -65.0% | -7.6% |
| All | +10.6% | +75.1% | -64.5% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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