+188.8%
IYC vs VOO
+325.3%
-136.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | 0.0% |
| 7D | -1.9% | -0.8% | -1.2% | -1.2% |
| 30D | -4.4% | -1.1% | -3.3% | -3.3% |
| 3M | -2.9% | +3.9% | -6.8% | -6.7% |
| 6M | -1.7% | +13.6% | -15.3% | -13.8% |
| YTD | -4.4% | +12.7% | -17.1% | -15.5% |
| 1Y | -6.1% | +17.6% | -23.7% | -20.5% |
| 3Y | +40.0% | +77.3% | -37.3% | -21.6% |
| 5Y | +27.5% | +84.1% | -56.6% | -30.6% |
| All | +188.8% | +325.3% | -136.5% | -27.8% |
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 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