+390.2%
ISCV vs VOO
+803.9%
-413.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.8% |
| 7D | +0.9% | +3.3% | -2.4% | -2.5% |
| 30D | +4.2% | -2.7% | +6.8% | +7.0% |
| 3M | -2.4% | -1.7% | -0.7% | -0.8% |
| 6M | +7.5% | +3.1% | +4.4% | +3.5% |
| YTD | +16.6% | +11.9% | +4.7% | +2.8% |
| 1Y | +19.7% | +12.1% | +7.6% | +5.4% |
| 3Y | +67.6% | +78.6% | -11.0% | -10.4% |
| 5Y | +41.8% | +73.8% | -32.0% | -22.2% |
| 10Y | +121.7% | +312.3% | -190.6% | -52.3% |
| All | +390.2% | +803.9% | -413.6% | -59.8% |
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 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