+123.1%
IBB vs VOO
+309.6%
-186.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | -0.1% | -0.1% |
| 7D | -0.5% | +2.6% | -3.1% | -2.7% |
| 30D | +4.6% | -2.0% | +6.5% | +6.5% |
| 3M | +6.8% | -2.8% | +9.6% | +9.6% |
| 6M | +23.1% | +2.2% | +20.9% | +20.7% |
| YTD | +26.0% | +11.5% | +14.5% | +14.3% |
| 1Y | +30.4% | +13.5% | +16.9% | +16.4% |
| 3Y | +85.4% | +78.1% | +7.4% | +10.4% |
| 5Y | +39.7% | +73.1% | -33.4% | -15.0% |
| All | +123.1% | +309.6% | -186.5% | -40.5% |
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