+182.1%
ISCG vs VOO
+309.9%
-127.8%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.6% |
| 7D | -2.8% | -2.7% | -0.1% | +0.2% |
| 30D | -3.2% | -5.4% | +2.2% | +3.0% |
| 3M | -7.5% | -4.1% | -3.5% | -3.1% |
| 6M | -4.0% | +0.7% | -4.7% | -4.7% |
| YTD | +7.9% | +8.7% | -0.8% | -1.6% |
| 1Y | +10.9% | +11.0% | -0.1% | -1.0% |
| 3Y | +62.2% | +75.5% | -13.3% | -12.2% |
| 5Y | +14.2% | +68.4% | -54.1% | -34.7% |
| All | +182.1% | +309.9% | -127.8% | -39.1% |
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 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