-93.6%
ICCM vs VOO
+75.9%
-169.5%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.7% |
| 7D | -2.7% | -2.0% | -0.7% | -1.9% |
| 30D | -39.0% | -1.7% | -37.4% | -38.6% |
| 3M | -15.7% | +4.7% | -20.5% | -19.2% |
| 6M | -88.4% | +12.6% | -101.0% | -89.4% |
| YTD | -88.3% | +11.8% | -100.1% | -89.2% |
| 1Y | -92.9% | +17.5% | -110.4% | -93.6% |
| All | -93.6% | +75.9% | -169.5% | -95.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling