+112.3%
ICLR vs VOO
+315.3%
-203.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.2% |
| 7D | -0.2% | -0.4% | +0.2% | +0.2% |
| 30D | -3.9% | -1.4% | -2.6% | -2.6% |
| 3M | +5.1% | +3.7% | +1.3% | +1.0% |
| 6M | +45.0% | +13.0% | +31.9% | +28.1% |
| YTD | -12.5% | +12.4% | -24.9% | -21.3% |
| 1Y | -5.6% | +18.6% | -24.2% | -19.3% |
| 3Y | -36.2% | +78.1% | -114.3% | -63.2% |
| 5Y | -38.4% | +82.3% | -120.7% | -65.0% |
| 10Y | +112.3% | +322.5% | -210.2% | -44.6% |
| All | +112.3% | +315.3% | -203.0% | -44.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling