+2,515.7%
IBCA vs VOO
+37.6%
+2,478.1%
-3.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.1% | +3.7% |
| 7D | -1.3% | -0.8% | -0.5% | -5.0% |
| 30D | -1.7% | -1.1% | -0.7% | -7.2% |
| 3M | -2.9% | +3.9% | -6.8% | +13.0% |
| 6M | -2.3% | +13.6% | -15.9% | +67.7% |
| YTD | -2.4% | +12.7% | -15.1% | +54.5% |
| 1Y | -1.8% | +17.6% | -19.4% | +91.6% |
| All | +2,515.7% | +37.6% | +2,478.1% | +627.7% |
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 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