+367.7%
ICUI vs VOO
+817.1%
-449.4%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.1% |
| 7D | -4.3% | +0.1% | -4.4% | -4.4% |
| 30D | +0.7% | +0.1% | +0.7% | +0.7% |
| 3M | +24.2% | +2.0% | +22.2% | +22.1% |
| 6M | +17.6% | +13.0% | +4.6% | +6.5% |
| YTD | +17.5% | +13.6% | +3.9% | +6.1% |
| 1Y | +33.4% | +20.1% | +13.3% | +15.0% |
| 3Y | +15.7% | +77.6% | -61.9% | -26.1% |
| 5Y | -17.4% | +82.4% | -99.8% | -48.3% |
| 10Y | +32.0% | +316.8% | -284.9% | -57.6% |
| All | +367.7% | +817.1% | -449.4% | -28.7% |
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