+27.2%
IYC vs VOO
+82.8%
-55.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | 0.0% |
| 7D | -1.9% | -0.8% | -1.2% | -1.1% |
| 30D | -4.4% | -1.1% | -3.3% | -3.2% |
| 3M | -2.9% | +3.9% | -6.8% | -7.1% |
| 6M | -1.7% | +13.6% | -15.3% | -15.0% |
| YTD | -4.4% | +12.7% | -17.1% | -16.7% |
| 1Y | -6.1% | +17.6% | -23.7% | -22.0% |
| 3Y | +40.0% | +77.3% | -37.3% | -27.9% |
| All | +27.2% | +82.8% | -55.6% | -36.0% |
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