+32.0%
IBDS vs VOO
+251.7%
-219.7%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.4% | 0.0% |
| 7D | 0.0% | -0.4% | +0.4% | +0.1% |
| 30D | +0.3% | -1.4% | +1.6% | +0.4% |
| 3M | +0.9% | +3.7% | -2.8% | +0.6% |
| 6M | +1.6% | +13.0% | -11.4% | +0.6% |
| YTD | +2.2% | +12.4% | -10.2% | +1.3% |
| 1Y | +3.7% | +18.6% | -14.9% | +2.3% |
| 3Y | +17.9% | +78.1% | -60.1% | +12.2% |
| 5Y | +7.3% | +82.3% | -74.9% | +1.4% |
| All | +32.0% | +251.7% | -219.7% | +20.8% |
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