+141.7%
ICOP vs VOO
+82.3%
+59.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.6% | -5.7% | -5.4% |
| 7D | -4.2% | -2.0% | -2.2% | -1.5% |
| 30D | +0.3% | -1.7% | +2.0% | +2.6% |
| 3M | +12.5% | +4.7% | +7.8% | +6.2% |
| 6M | +10.0% | +12.6% | -2.5% | -3.9% |
| YTD | +25.8% | +11.8% | +14.1% | +11.1% |
| 1Y | +68.7% | +17.5% | +51.1% | +41.1% |
| 3Y | +146.6% | +77.0% | +69.6% | +26.4% |
| All | +141.7% | +82.3% | +59.4% | +17.6% |
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