+487.0%
ICHR vs VOO
+298.6%
+188.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.0% | +1.1% |
| 7D | +1.7% | -0.8% | +2.5% | +3.3% |
| 30D | -17.1% | -1.1% | -16.0% | -15.1% |
| 3M | -31.8% | +3.9% | -35.6% | -35.7% |
| 6M | +27.9% | +13.6% | +14.3% | +3.6% |
| YTD | +211.2% | +12.7% | +198.5% | +158.5% |
| 1Y | +234.4% | +17.6% | +216.8% | +164.2% |
| 3Y | +81.9% | +77.3% | +4.6% | -25.8% |
| 5Y | +30.6% | +84.1% | -53.5% | -46.5% |
| All | +487.0% | +298.6% | +188.4% | -44.8% |
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