+19.0%
IBD vs VOO
+261.5%
-242.5%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | -0.8% | +2.6% | -3.3% | -0.9% |
| 30D | +0.3% | -2.0% | +2.2% | +0.4% |
| 3M | -1.3% | -2.8% | +1.5% | -1.1% |
| 6M | -0.8% | +2.2% | -3.0% | -0.9% |
| YTD | -1.1% | +11.5% | -12.6% | -1.7% |
| 1Y | -0.1% | +13.5% | -13.6% | -0.9% |
| 3Y | +15.9% | +78.1% | -62.2% | +11.9% |
| 5Y | +6.2% | +73.1% | -66.9% | +2.3% |
| All | +19.0% | +261.5% | -242.5% | +13.5% |
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 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