+6.7%
ICCC vs VOO
+81.6%
-74.9%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.8% |
| 7D | -0.9% | -0.4% | -0.5% | -0.8% |
| 30D | -9.7% | -1.4% | -8.3% | -9.4% |
| 3M | +1.4% | +3.7% | -2.3% | +0.7% |
| 6M | +52.9% | +13.0% | +39.9% | +49.0% |
| YTD | +61.1% | +12.4% | +48.7% | +57.1% |
| 1Y | +60.9% | +18.6% | +42.3% | +55.4% |
| 3Y | +114.0% | +78.1% | +36.0% | +94.0% |
| 5Y | +6.7% | +82.3% | -75.6% | -7.2% |
| All | +6.7% | +81.6% | -74.9% | -7.2% |
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