+256.9%
ICF vs VOO
+800.4%
-543.5%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | +0.3% |
| 7D | +1.1% | +2.6% | -1.5% | -1.0% |
| 30D | +7.1% | -2.0% | +9.1% | +8.7% |
| 3M | +0.2% | -2.8% | +3.0% | +2.3% |
| 6M | +2.8% | +2.2% | +0.6% | +0.3% |
| YTD | +16.6% | +11.5% | +5.0% | +5.5% |
| 1Y | +16.3% | +13.5% | +2.8% | +3.6% |
| 3Y | +47.5% | +78.1% | -30.6% | -12.3% |
| 5Y | +10.4% | +73.1% | -62.7% | -33.1% |
| 10Y | +90.4% | +310.7% | -220.4% | -47.5% |
| All | +256.9% | +800.4% | -543.5% | -59.4% |
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