+33.7%
IBAT vs VOO
+44.9%
-11.2%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.2% |
| 7D | -7.6% | -2.7% | -4.9% | -4.4% |
| 30D | -20.9% | -5.4% | -15.5% | -15.5% |
| 3M | -17.2% | -4.1% | -13.1% | -12.8% |
| 6M | -24.6% | +0.7% | -25.4% | -24.1% |
| YTD | +16.6% | +8.7% | +7.8% | +9.3% |
| 1Y | +5.5% | +11.0% | -5.4% | -2.7% |
| All | +33.7% | +44.9% | -11.2% | -3.0% |
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 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