-99.9%
ICU vs VOO
+109.3%
-209.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.8% | -4.0% | -3.3% |
| 7D | +1.7% | -0.8% | +2.4% | +1.8% |
| 30D | -9.8% | -1.1% | -8.7% | -9.7% |
| 3M | +11.0% | +3.9% | +7.1% | +10.2% |
| 6M | +9.4% | +13.6% | -4.2% | +7.5% |
| YTD | +26.2% | +12.7% | +13.5% | +24.3% |
| 1Y | -65.7% | +17.6% | -83.3% | -66.3% |
| 3Y | -92.9% | +77.3% | -170.2% | -93.0% |
| 5Y | -99.9% | +84.1% | -184.0% | -99.9% |
| All | -99.9% | +109.3% | -209.2% | -99.9% |
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