+235.5%
ICVT vs VOO
+314.0%
-78.5%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.5% |
| 7D | +3.3% | +0.5% | +2.8% | +2.9% |
| 30D | +0.4% | -0.9% | +1.4% | +1.1% |
| 3M | -1.5% | +3.9% | -5.4% | -4.0% |
| 6M | +15.4% | +14.5% | +0.9% | +5.4% |
| YTD | +18.9% | +13.0% | +6.0% | +9.6% |
| 1Y | +23.5% | +19.4% | +4.1% | +9.7% |
| 3Y | +63.8% | +78.9% | -15.0% | +8.9% |
| 5Y | +32.8% | +82.3% | -49.5% | -13.7% |
| 10Y | +235.5% | +314.2% | -78.7% | +21.8% |
| All | +235.5% | +314.0% | -78.5% | +21.8% |
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