+17.2%
IDCC vs VOO
+17.3%
-0.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.9% |
| 7D | +3.1% | -2.0% | +5.1% | +6.1% |
| 30D | +2.5% | -1.7% | +4.1% | +4.9% |
| 3M | +36.8% | +4.7% | +32.0% | +29.3% |
| 6M | -4.8% | +12.6% | -17.4% | -18.8% |
| YTD | +9.6% | +11.8% | -2.2% | -6.4% |
| 1Y | +17.2% | +17.5% | -0.3% | -15.0% |
| All | +17.2% | +17.3% | -0.1% | -15.0% |
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