+28.5%
ICUI vs VOO
+314.0%
-285.5%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.5% |
| 7D | -5.8% | +0.5% | -6.3% | -6.2% |
| 30D | -12.8% | -0.9% | -11.9% | -12.2% |
| 3M | +17.0% | +3.9% | +13.1% | +13.4% |
| 6M | +21.9% | +14.5% | +7.3% | +9.0% |
| YTD | +12.8% | +13.0% | -0.2% | +2.3% |
| 1Y | +23.2% | +19.4% | +3.8% | +6.7% |
| 3Y | +23.4% | +78.9% | -55.5% | -21.4% |
| 5Y | -38.1% | +82.3% | -120.4% | -61.2% |
| 10Y | +28.5% | +314.2% | -285.7% | -57.5% |
| All | +28.5% | +314.0% | -285.5% | -57.5% |
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 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