+127.0%
IBB vs VOO
+315.3%
-188.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.5% |
| 7D | -3.9% | -0.4% | -3.5% | -3.6% |
| 30D | +2.7% | -1.4% | +4.1% | +4.0% |
| 3M | +21.4% | +3.7% | +17.6% | +17.3% |
| 6M | +20.1% | +13.0% | +7.0% | +7.5% |
| YTD | +21.9% | +12.4% | +9.4% | +9.6% |
| 1Y | +44.1% | +18.6% | +25.5% | +23.5% |
| 3Y | +63.4% | +78.1% | -14.7% | -3.2% |
| 5Y | +19.8% | +82.3% | -62.5% | -30.8% |
| 10Y | +127.0% | +322.5% | -195.5% | -49.9% |
| All | +127.0% | +315.3% | -188.3% | -49.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling