+399.0%
ISCV vs VOO
+817.1%
-418.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.5% |
| 7D | +0.3% | +0.1% | +0.2% | +0.2% |
| 30D | -0.7% | +0.1% | -0.7% | -0.7% |
| 3M | +6.7% | +2.0% | +4.7% | +4.2% |
| 6M | +12.0% | +13.0% | -1.0% | -2.0% |
| YTD | +18.7% | +13.6% | +5.1% | +3.3% |
| 1Y | +22.6% | +20.1% | +2.5% | +0.5% |
| 3Y | +54.1% | +77.6% | -23.4% | -16.9% |
| 5Y | +54.3% | +82.4% | -28.2% | -19.6% |
| 10Y | +131.9% | +316.8% | -184.9% | -50.6% |
| All | +399.0% | +817.1% | -418.1% | -59.7% |
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