+54.0%
ICLN vs VOO
+802.4%
-748.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.4% |
| 7D | +1.1% | -2.0% | +3.1% | +3.2% |
| 30D | -2.1% | -1.7% | -0.4% | -0.3% |
| 3M | -10.0% | +4.7% | -14.8% | -14.1% |
| 6M | -2.1% | +12.6% | -14.6% | -13.0% |
| YTD | +8.8% | +11.8% | -3.0% | -2.5% |
| 1Y | +23.7% | +17.5% | +6.1% | +5.4% |
| 3Y | +20.7% | +77.0% | -56.3% | -35.1% |
| 5Y | -15.6% | +82.6% | -98.2% | -56.2% |
| 10Y | +124.0% | +320.0% | -196.0% | -56.3% |
| All | +54.0% | +802.4% | -748.4% | -88.5% |
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