+721.0%
ICLR vs VOO
+800.4%
-79.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.6% |
| 7D | -4.9% | +2.6% | -7.5% | -7.1% |
| 30D | +15.2% | -2.0% | +17.2% | +17.2% |
| 3M | +16.2% | -2.8% | +19.0% | +18.9% |
| 6M | +65.8% | +2.2% | +63.7% | +61.8% |
| YTD | +6.8% | +11.5% | -4.7% | -2.7% |
| 1Y | +19.1% | +13.5% | +5.6% | +6.9% |
| 3Y | -24.2% | +78.1% | -102.3% | -54.5% |
| 5Y | -31.8% | +73.1% | -105.0% | -57.7% |
| 10Y | +142.7% | +310.7% | -168.0% | -24.6% |
| All | +721.0% | +800.4% | -79.5% | +63.1% |
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