+47.3%
ICF vs VOO
+78.8%
-31.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | +2.5% | -0.6% | +3.1% | +2.8% |
| 30D | +7.4% | -3.6% | +11.1% | +9.3% |
| 3M | +2.2% | -2.7% | +5.0% | +3.5% |
| 6M | +2.8% | +2.2% | +0.6% | +1.3% |
| YTD | +17.2% | +10.9% | +6.3% | +10.3% |
| 1Y | +15.6% | +11.3% | +4.3% | +8.6% |
| 3Y | +47.3% | +76.9% | -29.6% | -14.1% |
| All | +47.3% | +78.8% | -31.5% | -14.1% |
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