+7.4%
IBDS vs VOO
+82.8%
-75.4%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.1% |
| 7D | 0.0% | -0.8% | +0.7% | 0.0% |
| 30D | +0.2% | -1.1% | +1.3% | +0.3% |
| 3M | +0.9% | +3.9% | -3.0% | +0.6% |
| 6M | +1.7% | +13.6% | -12.0% | +0.7% |
| YTD | +2.2% | +12.7% | -10.5% | +1.2% |
| 1Y | +3.6% | +17.6% | -14.0% | +2.3% |
| 3Y | +18.0% | +77.3% | -59.3% | +11.8% |
| All | +7.4% | +82.8% | -75.4% | +0.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling