+391.3%
ISCV vs VOO
+800.4%
-409.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.6% |
| 7D | +1.4% | +2.6% | -1.1% | -1.3% |
| 30D | +5.4% | -2.0% | +7.4% | +7.5% |
| 3M | -2.7% | -2.8% | +0.1% | 0.0% |
| 6M | +8.3% | +2.2% | +6.1% | +5.4% |
| YTD | +16.9% | +11.5% | +5.4% | +3.5% |
| 1Y | +22.0% | +13.5% | +8.5% | +6.0% |
| 3Y | +68.2% | +78.1% | -9.8% | -9.8% |
| 5Y | +42.1% | +73.1% | -31.0% | -21.7% |
| 10Y | +122.2% | +310.7% | -188.5% | -52.0% |
| All | +391.3% | +800.4% | -409.1% | -59.6% |
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