+148.1%
ISCF vs VOO
+315.3%
-167.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.4% |
| 7D | +0.2% | -0.4% | +0.6% | +0.5% |
| 30D | +0.1% | -1.4% | +1.5% | +1.2% |
| 3M | +5.7% | +3.7% | +2.0% | +2.8% |
| 6M | +7.8% | +13.0% | -5.2% | -1.8% |
| YTD | +11.8% | +12.4% | -0.6% | +2.3% |
| 1Y | +16.2% | +18.6% | -2.4% | +2.0% |
| 3Y | +69.6% | +78.1% | -8.4% | +8.1% |
| 5Y | +43.9% | +82.3% | -38.3% | -10.6% |
| 10Y | +148.1% | +322.5% | -174.4% | -8.8% |
| All | +148.1% | +315.3% | -167.2% | -8.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling