+161.1%
ISCF vs VOO
+346.7%
-185.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.6% |
| 7D | +0.4% | +0.1% | +0.3% | +0.3% |
| 30D | +1.6% | +0.1% | +1.5% | +1.6% |
| 3M | +4.8% | +2.0% | +2.8% | +3.3% |
| 6M | +6.5% | +13.0% | -6.5% | -2.6% |
| YTD | +13.4% | +13.6% | -0.2% | +3.4% |
| 1Y | +19.6% | +20.1% | -0.4% | +4.6% |
| 3Y | +68.4% | +77.6% | -9.2% | +9.7% |
| 5Y | +44.2% | +82.4% | -38.2% | -8.5% |
| 10Y | +151.2% | +316.8% | -165.7% | -4.5% |
| All | +161.1% | +346.7% | -185.6% | -0.1% |
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