+1,078.0%
ILCG vs VOO
+817.1%
+260.9%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.6% |
| 7D | +0.4% | +0.1% | +0.3% | +0.3% |
| 30D | -1.1% | +0.1% | -1.2% | -1.2% |
| 3M | -2.7% | +2.0% | -4.7% | -4.5% |
| 6M | +14.2% | +13.0% | +1.2% | +0.2% |
| YTD | +11.4% | +13.6% | -2.2% | -2.7% |
| 1Y | +15.4% | +20.1% | -4.6% | -5.0% |
| 3Y | +85.3% | +77.6% | +7.7% | +1.0% |
| 5Y | +70.4% | +82.4% | -12.1% | -8.4% |
| 10Y | +402.9% | +316.8% | +86.0% | +16.8% |
| All | +1,078.0% | +817.1% | +260.9% | +23.2% |
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 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