+20.9%
IBB vs VOO
+82.3%
-61.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.7% |
| 7D | -1.7% | +0.5% | -2.2% | -2.1% |
| 30D | +4.9% | -0.9% | +5.8% | +5.7% |
| 3M | +24.2% | +3.9% | +20.3% | +20.0% |
| 6M | +23.8% | +14.5% | +9.3% | +9.8% |
| YTD | +23.0% | +13.0% | +10.0% | +10.3% |
| 1Y | +46.2% | +19.4% | +26.7% | +24.9% |
| 3Y | +64.8% | +78.9% | -14.1% | -2.1% |
| 5Y | +20.9% | +82.3% | -61.4% | -30.2% |
| All | +20.9% | +82.3% | -61.4% | -30.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling