+246.4%
ICF vs VOO
+817.1%
-570.6%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | -0.4% |
| 7D | -1.2% | +0.1% | -1.3% | -1.3% |
| 30D | -2.9% | +0.1% | -3.0% | -3.0% |
| 3M | -1.1% | +2.0% | -3.1% | -3.1% |
| 6M | +2.2% | +13.0% | -10.8% | -8.2% |
| YTD | +13.1% | +13.6% | -0.4% | +1.1% |
| 1Y | +12.9% | +20.1% | -7.2% | -4.0% |
| 3Y | +33.7% | +77.6% | -43.9% | -20.0% |
| 5Y | +6.1% | +82.4% | -76.3% | -38.5% |
| 10Y | +63.7% | +316.8% | -253.2% | -55.3% |
| All | +246.4% | +817.1% | -570.6% | -61.1% |
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 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