+522.1%
ILCV vs VOO
+798.5%
-276.4%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.3% | -0.3% | -0.1% |
| 7D | +1.1% | +0.1% | +1.0% | +1.0% |
| 30D | +2.4% | -3.3% | +5.7% | +5.4% |
| 3M | +3.0% | -2.4% | +5.4% | +5.1% |
| 6M | +11.4% | +2.6% | +8.8% | +8.5% |
| YTD | +18.4% | +11.3% | +7.1% | +7.2% |
| 1Y | +22.4% | +13.4% | +8.9% | +8.9% |
| 3Y | +83.1% | +80.3% | +2.8% | +6.5% |
| 5Y | +79.8% | +72.7% | +7.1% | +7.8% |
| 10Y | +215.4% | +310.0% | -94.7% | -17.0% |
| All | +522.1% | +798.5% | -276.4% | -25.2% |
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