-99.3%
ICCM vs VOO
+84.3%
-183.6%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.7% | +1.6% |
| 7D | -3.0% | +0.1% | -3.2% | -3.1% |
| 30D | -30.5% | +0.1% | -30.6% | -30.6% |
| 3M | -57.3% | +2.0% | -59.3% | -58.0% |
| 6M | -88.6% | +13.0% | -101.6% | -89.7% |
| YTD | -87.8% | +13.6% | -101.4% | -89.0% |
| 1Y | -93.0% | +20.1% | -113.1% | -93.9% |
| 3Y | -93.2% | +77.6% | -170.8% | -95.8% |
| 5Y | -99.3% | +82.4% | -181.7% | -99.5% |
| All | -99.3% | +84.3% | -183.6% | -99.5% |
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 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