+156.5%
ICOP vs VOO
+77.0%
+79.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.6% |
| 7D | +3.9% | -0.4% | +4.2% | +4.4% |
| 30D | +5.7% | -1.4% | +7.1% | +7.6% |
| 3M | +16.2% | +3.7% | +12.5% | +11.1% |
| 6M | +19.8% | +13.0% | +6.7% | +4.0% |
| YTD | +34.2% | +12.4% | +21.8% | +17.6% |
| 1Y | +81.3% | +18.6% | +62.7% | +50.2% |
| All | +156.5% | +77.0% | +79.5% | +37.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling