+32.2%
IBDS vs VOO
+251.3%
-219.1%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.1% |
| 7D | 0.0% | -0.9% | +1.0% | +0.1% |
| 30D | 0.0% | -2.3% | +2.3% | +0.1% |
| 3M | +0.4% | -1.2% | +1.6% | +0.5% |
| 6M | +1.4% | +3.3% | -1.9% | +1.1% |
| YTD | +2.4% | +12.3% | -9.9% | +1.4% |
| 1Y | +3.2% | +12.5% | -9.3% | +2.2% |
| 3Y | +18.1% | +79.2% | -61.1% | +12.2% |
| 5Y | +9.6% | +75.7% | -66.1% | +3.8% |
| All | +32.2% | +251.3% | -219.1% | +21.1% |
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