+509.2%
ILCV vs VOO
+817.1%
-307.8%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.5% |
| 7D | -0.2% | +0.1% | -0.3% | -0.3% |
| 30D | +1.2% | +0.1% | +1.1% | +1.1% |
| 3M | +6.6% | +2.0% | +4.5% | +4.5% |
| 6M | +12.5% | +13.0% | -0.5% | +0.6% |
| YTD | +15.9% | +13.6% | +2.3% | +3.2% |
| 1Y | +24.6% | +20.1% | +4.5% | +5.5% |
| 3Y | +70.3% | +77.6% | -7.3% | +0.6% |
| 5Y | +81.3% | +82.4% | -1.2% | +3.5% |
| 10Y | +210.4% | +316.8% | -106.5% | -19.3% |
| All | +509.2% | +817.1% | -307.8% | -27.9% |
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