+692.5%
IYC vs VOO
+817.1%
-124.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.6% |
| 7D | -1.8% | +0.1% | -1.9% | -1.9% |
| 30D | -2.7% | +0.1% | -2.7% | -2.7% |
| 3M | -0.2% | +2.0% | -2.2% | -2.3% |
| 6M | -2.1% | +13.0% | -15.2% | -13.5% |
| YTD | -2.5% | +13.6% | -16.1% | -14.3% |
| 1Y | -3.8% | +20.1% | -23.9% | -20.0% |
| 3Y | +44.2% | +77.6% | -33.4% | -18.3% |
| 5Y | +29.0% | +82.4% | -53.4% | -28.0% |
| 10Y | +191.0% | +316.8% | -125.9% | -25.7% |
| All | +692.5% | +817.1% | -124.6% | -3.9% |
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