-65.7%
ICU vs VOO
+18.2%
-83.9%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.8% | -4.0% | -4.2% |
| 7D | +1.7% | -0.8% | +2.4% | +2.6% |
| 30D | -9.8% | -1.1% | -8.7% | -8.9% |
| 3M | +11.0% | +3.9% | +7.1% | +5.3% |
| 6M | +9.4% | +13.6% | -4.2% | -3.1% |
| YTD | +26.2% | +12.7% | +13.5% | +13.4% |
| 1Y | -65.7% | +17.6% | -83.3% | -75.0% |
| All | -65.7% | +18.2% | -83.9% | -75.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling