+179.5%
ISCG vs VOO
+308.7%
-129.2%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -4.4% | -0.5% | 0.0% |
| 7D | -5.6% | -4.7% | -0.9% | -0.4% |
| 30D | -5.6% | -5.9% | +0.3% | +1.0% |
| 3M | -9.0% | -4.5% | -4.5% | -4.2% |
| 6M | -3.6% | +1.9% | -5.4% | -5.5% |
| YTD | +6.9% | +8.4% | -1.5% | -2.2% |
| 1Y | +8.1% | +9.5% | -1.4% | -2.0% |
| 3Y | +58.9% | +75.3% | -16.4% | -13.9% |
| 5Y | +13.1% | +67.9% | -54.7% | -35.1% |
| All | +179.5% | +308.7% | -129.2% | -39.5% |
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