+204.6%
ICCC vs VOO
+817.1%
-612.5%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | -0.4% | +0.1% | -0.5% | -0.4% |
| 30D | -7.9% | +0.1% | -8.0% | -7.9% |
| 3M | +0.3% | +2.0% | -1.7% | -0.3% |
| 6M | +53.3% | +13.0% | +40.2% | +48.0% |
| YTD | +61.0% | +13.6% | +47.4% | +55.2% |
| 1Y | +51.8% | +20.1% | +31.8% | +44.3% |
| 3Y | +117.1% | +77.6% | +39.5% | +84.9% |
| 5Y | +8.8% | +82.4% | -73.7% | -9.0% |
| 10Y | +36.4% | +316.8% | -280.5% | -15.9% |
| All | +204.6% | +817.1% | -612.5% | +25.8% |
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