+19.6%
IBD vs VOO
+259.4%
-239.9%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | -0.1% | -0.6% | +0.5% | -0.1% |
| 30D | +0.6% | -3.6% | +4.3% | +0.8% |
| 3M | -0.6% | -2.7% | +2.1% | -0.4% |
| 6M | -0.4% | +2.2% | -2.7% | -0.6% |
| YTD | -0.6% | +10.9% | -11.5% | -1.2% |
| 1Y | +0.6% | +11.3% | -10.8% | -0.1% |
| 3Y | +16.6% | +76.9% | -60.3% | +12.6% |
| 5Y | +6.6% | +73.5% | -66.9% | +2.7% |
| All | +19.6% | +259.4% | -239.9% | +14.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling