+23.0%
ICHR vs VOO
+81.3%
-58.3%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -2.3% |
| 7D | +5.6% | -2.0% | +7.6% | +10.5% |
| 30D | -17.4% | -1.7% | -15.7% | -14.0% |
| 3M | -22.7% | +4.7% | -27.5% | -29.0% |
| 6M | +28.4% | +12.6% | +15.8% | +2.4% |
| YTD | +202.6% | +11.8% | +190.8% | +147.8% |
| 1Y | +237.4% | +17.5% | +219.8% | +156.5% |
| 3Y | +73.4% | +77.0% | -3.6% | -36.4% |
| All | +23.0% | +81.3% | -58.3% | -52.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling