+32.2%
IBDS vs VOO
+248.1%
-215.9%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.4% | -0.2% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | 0.0% | -3.3% | +3.3% | +0.2% |
| 3M | +0.4% | -2.4% | +2.8% | +0.6% |
| 6M | +1.4% | +2.6% | -1.2% | +1.1% |
| YTD | +2.4% | +11.3% | -8.9% | +1.5% |
| 1Y | +3.2% | +13.4% | -10.2% | +2.1% |
| 3Y | +18.3% | +80.3% | -62.0% | +12.3% |
| 5Y | +8.6% | +72.7% | -64.1% | +3.1% |
| All | +32.2% | +248.1% | -215.9% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling