+997.3%
ILCG vs VOO
+800.4%
+196.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.7% |
| 7D | +2.8% | +2.6% | +0.2% | 0.0% |
| 30D | -6.9% | -2.0% | -4.9% | -4.6% |
| 3M | -9.2% | -2.8% | -6.4% | -6.1% |
| 6M | -6.9% | +2.2% | -9.0% | -8.6% |
| YTD | +3.7% | +11.5% | -7.8% | -7.3% |
| 1Y | +4.5% | +13.5% | -8.9% | -8.3% |
| 3Y | +73.7% | +78.1% | -4.4% | -5.4% |
| 5Y | +53.4% | +73.1% | -19.7% | -12.7% |
| 10Y | +380.0% | +310.7% | +69.3% | +13.6% |
| All | +997.3% | +800.4% | +196.8% | +17.4% |
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 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