+210.5%
ICE vs VOO
+321.7%
-111.2%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | 0.0% |
| 7D | -5.3% | -2.0% | -3.4% | -3.9% |
| 30D | +3.0% | -1.7% | +4.7% | +4.3% |
| 3M | +11.4% | +4.7% | +6.7% | +7.4% |
| 6M | -2.0% | +12.6% | -14.6% | -10.9% |
| YTD | -3.1% | +11.8% | -14.9% | -11.5% |
| 1Y | -8.4% | +17.5% | -25.9% | -19.6% |
| 3Y | +40.7% | +77.0% | -36.3% | -12.3% |
| 5Y | +40.0% | +82.6% | -42.6% | -15.6% |
| All | +210.5% | +321.7% | -111.2% | -11.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling