+317.6%
VOO vs ICE
+220.6%
+96.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ICE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.4% |
| 7D | -0.8% | -2.4% | +1.6% | +0.4% |
| 30D | -1.1% | +4.0% | -5.1% | -3.1% |
| 3M | +3.9% | +13.7% | -9.8% | -3.0% |
| 6M | +13.6% | +0.9% | +12.7% | +12.1% |
| YTD | +12.7% | -2.1% | +14.8% | +12.1% |
| 1Y | +17.6% | -9.5% | +27.1% | +21.6% |
| 3Y | +77.3% | +42.1% | +35.2% | +41.7% |
| 5Y | +84.1% | +41.4% | +42.7% | +44.9% |
| All | +317.6% | +220.6% | +96.9% | +136.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ICE.
Daily Out/Under-Performance
Portfolio return minus ICE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ICE 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 ICE 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