+65.7%
IBAT vs VOO
+51.4%
+14.4%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.8% | +1.9% |
| 7D | +1.4% | +0.1% | +1.3% | +1.3% |
| 30D | +1.8% | +0.1% | +1.7% | +1.7% |
| 3M | -11.7% | +2.0% | -13.7% | -13.2% |
| 6M | +21.1% | +13.0% | +8.0% | +8.0% |
| YTD | +44.5% | +13.6% | +30.9% | +28.4% |
| 1Y | +64.1% | +20.1% | +44.0% | +39.5% |
| All | +65.7% | +51.4% | +14.4% | +13.9% |
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