+444.2%
IDCC vs VOO
+80.3%
+363.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.7% |
| 7D | +3.1% | -2.0% | +5.1% | +5.2% |
| 30D | +2.5% | -1.7% | +4.1% | +4.2% |
| 3M | +36.8% | +4.7% | +32.0% | +31.4% |
| 6M | -4.8% | +12.6% | -17.4% | -14.8% |
| YTD | +9.6% | +11.8% | -2.2% | -1.3% |
| 1Y | +17.2% | +17.5% | -0.3% | +1.0% |
| 3Y | +343.9% | +77.0% | +266.9% | +158.0% |
| 5Y | +444.2% | +82.6% | +361.6% | +205.4% |
| All | +444.2% | +80.3% | +363.8% | +205.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling