+196.7%
ICVT vs VOO
+317.9%
-121.2%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.5% | +0.2% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | -7.6% | -3.3% | -4.3% | -5.3% |
| 3M | -10.3% | -2.4% | -7.9% | -8.7% |
| 6M | -10.8% | +2.6% | -13.4% | -12.2% |
| YTD | +6.2% | +11.3% | -5.1% | -1.0% |
| 1Y | +3.2% | +13.4% | -10.2% | -5.1% |
| 3Y | +53.3% | +80.3% | -27.0% | +1.3% |
| 5Y | +16.0% | +72.7% | -56.7% | -21.6% |
| 10Y | +196.7% | +310.0% | -113.3% | +2.2% |
| All | +196.7% | +317.9% | -121.2% | +2.2% |
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