+709.5%
IBB vs VOO
+795.4%
-85.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.7% | -0.8% |
| 7D | +0.8% | -0.6% | +1.4% | +1.4% |
| 30D | +5.2% | -3.6% | +8.8% | +9.1% |
| 3M | +8.6% | -2.7% | +11.3% | +11.6% |
| 6M | +27.8% | +2.2% | +25.6% | +24.9% |
| YTD | +28.8% | +10.9% | +17.9% | +16.3% |
| 1Y | +36.4% | +11.3% | +25.1% | +22.7% |
| 3Y | +89.3% | +76.9% | +12.4% | +7.4% |
| 5Y | +43.3% | +73.5% | -30.2% | -17.6% |
| 10Y | +130.6% | +307.7% | -177.0% | -48.2% |
| All | +709.5% | +795.4% | -85.9% | -12.7% |
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