+140.8%
ICLR vs VOO
+309.6%
-168.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.6% |
| 7D | -4.9% | +2.6% | -7.5% | -7.3% |
| 30D | +15.2% | -2.0% | +17.2% | +17.3% |
| 3M | +16.2% | -2.8% | +19.0% | +19.1% |
| 6M | +65.8% | +2.2% | +63.7% | +61.4% |
| YTD | +6.8% | +11.5% | -4.7% | -3.5% |
| 1Y | +19.1% | +13.5% | +5.6% | +5.9% |
| 3Y | -24.2% | +78.1% | -102.3% | -56.4% |
| 5Y | -31.8% | +73.1% | -105.0% | -59.5% |
| All | +140.8% | +309.6% | -168.8% | -33.3% |
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