+28.3%
ISCG vs VOO
+82.6%
-54.3%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.4% |
| 7D | -0.6% | +0.1% | -0.7% | -0.7% |
| 30D | -1.9% | +0.1% | -1.9% | -1.9% |
| 3M | +1.3% | +2.0% | -0.8% | -1.1% |
| 6M | +9.5% | +13.0% | -3.5% | -5.2% |
| YTD | +15.2% | +13.6% | +1.6% | -0.8% |
| 1Y | +20.5% | +20.1% | +0.4% | -2.8% |
| 3Y | +55.7% | +77.6% | -21.8% | -20.5% |
| All | +28.3% | +82.6% | -54.3% | -35.8% |
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 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