+213.5%
ICCC vs VOO
+806.9%
-593.4%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +6.8% |
| 3M | -6.9% | -1.2% | -5.8% | -6.6% |
| 6M | +20.6% | +3.3% | +17.3% | +19.4% |
| YTD | +65.7% | +12.3% | +53.4% | +60.3% |
| 1Y | +62.5% | +12.5% | +50.0% | +57.2% |
| 3Y | +88.7% | +79.2% | +9.5% | +60.4% |
| 5Y | +10.6% | +75.7% | -65.0% | -6.4% |
| 10Y | +97.5% | +313.7% | -216.2% | +22.2% |
| All | +213.5% | +806.9% | -593.4% | +29.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling