+521.5%
ILCV vs VOO
+795.4%
-273.9%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.2% |
| 7D | +1.3% | -0.6% | +1.9% | +1.8% |
| 30D | +2.3% | -3.6% | +5.9% | +5.6% |
| 3M | +2.4% | -2.7% | +5.2% | +4.8% |
| 6M | +11.3% | +2.2% | +9.0% | +8.8% |
| YTD | +18.3% | +10.9% | +7.4% | +7.4% |
| 1Y | +21.3% | +11.3% | +9.9% | +9.7% |
| 3Y | +80.8% | +76.9% | +3.8% | +7.0% |
| 5Y | +80.1% | +73.5% | +6.6% | +7.5% |
| 10Y | +212.4% | +307.7% | -95.3% | -17.3% |
| All | +521.5% | +795.4% | -273.9% | -25.0% |
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