+47.6%
IBBQ vs VOO
+95.5%
-47.9%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.3% |
| 7D | +1.6% | +0.1% | +1.5% | +1.5% |
| 30D | +9.5% | +0.1% | +9.4% | +9.4% |
| 3M | +22.0% | +2.0% | +20.0% | +19.9% |
| 6M | +21.7% | +13.0% | +8.7% | +9.9% |
| YTD | +27.3% | +13.6% | +13.7% | +14.4% |
| 1Y | +52.9% | +20.1% | +32.8% | +31.3% |
| 3Y | +77.9% | +77.6% | +0.4% | +9.8% |
| 5Y | +37.6% | +82.4% | -44.9% | -17.7% |
| All | +47.6% | +95.5% | -47.9% | -14.4% |
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