+45.3%
ISCF vs VOO
+82.3%
-37.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.2% |
| 7D | +1.2% | +0.5% | +0.7% | +0.8% |
| 30D | +0.3% | -0.9% | +1.3% | +1.1% |
| 3M | +6.4% | +3.9% | +2.5% | +3.4% |
| 6M | +8.2% | +14.5% | -6.4% | -2.3% |
| YTD | +12.7% | +13.0% | -0.3% | +2.8% |
| 1Y | +16.5% | +19.4% | -3.0% | +1.9% |
| 3Y | +70.9% | +78.9% | -8.0% | +8.8% |
| 5Y | +45.3% | +82.3% | -37.0% | -10.0% |
| All | +45.3% | +82.3% | -37.1% | -10.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling