+34.7%
ICSH vs VOO
+426.1%
-391.4%
-3.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.1% |
| 7D | -0.1% | +2.6% | -2.6% | -0.1% |
| 30D | +0.3% | -2.0% | +2.3% | +0.3% |
| 3M | +0.7% | -2.8% | +3.5% | +0.7% |
| 6M | +1.7% | +2.2% | -0.5% | +1.7% |
| YTD | +2.9% | +11.5% | -8.6% | +2.8% |
| 1Y | +3.6% | +13.5% | -9.9% | +3.4% |
| 3Y | +15.2% | +78.1% | -62.9% | +14.5% |
| 5Y | +21.5% | +73.1% | -51.7% | +20.8% |
| 10Y | +32.6% | +310.7% | -278.2% | +30.6% |
| All | +34.7% | +426.1% | -391.4% | +33.5% |
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