+2,756.1%
IBCP vs VOO
+812.0%
+1,944.1%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.5% | -0.5% |
| 7D | +2.4% | +0.5% | +1.9% | +1.9% |
| 30D | -2.7% | -0.9% | -1.8% | -1.9% |
| 3M | +7.2% | +3.9% | +3.3% | +3.1% |
| 6M | +9.8% | +14.5% | -4.8% | -3.7% |
| YTD | +16.4% | +13.0% | +3.5% | +3.4% |
| 1Y | +15.9% | +19.4% | -3.5% | -2.3% |
| 3Y | +117.5% | +78.9% | +38.6% | +25.6% |
| 5Y | +117.9% | +82.3% | +35.6% | +22.0% |
| 10Y | +221.0% | +314.2% | -93.2% | -13.6% |
| All | +2,756.1% | +812.0% | +1,944.1% | +316.5% |
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 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