+40.6%
IBAT vs VOO
+49.2%
-8.6%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.1% | -1.1% |
| 7D | +5.8% | +3.3% | +2.5% | +2.0% |
| 30D | -13.3% | -2.7% | -10.6% | -10.3% |
| 3M | -16.2% | -1.7% | -14.5% | -14.1% |
| 6M | -19.8% | +3.1% | -22.9% | -21.4% |
| YTD | +22.6% | +11.9% | +10.7% | +11.3% |
| 1Y | +11.8% | +12.1% | -0.2% | +1.5% |
| All | +40.6% | +49.2% | -8.6% | -1.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling