+28.3%
ICLO vs VOO
+103.2%
-74.9%
-3.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.1% |
| 7D | 0.0% | -0.9% | +1.0% | +0.1% |
| 30D | +0.2% | -2.3% | +2.6% | +0.3% |
| 3M | +1.0% | -1.2% | +2.2% | +1.0% |
| 6M | +2.2% | +3.3% | -1.1% | +2.0% |
| YTD | +4.1% | +12.3% | -8.3% | +3.5% |
| 1Y | +4.7% | +12.5% | -7.8% | +4.1% |
| 3Y | +19.2% | +79.2% | -59.9% | +17.2% |
| All | +28.3% | +103.2% | -74.9% | +26.2% |
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