+32.0%
IBDS vs VOO
+255.3%
-223.3%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | +0.3% | +0.1% | +0.3% | +0.3% |
| 3M | +0.9% | +2.0% | -1.1% | +0.8% |
| 6M | +1.6% | +13.0% | -11.4% | +0.7% |
| YTD | +2.2% | +13.6% | -11.4% | +1.2% |
| 1Y | +3.7% | +20.1% | -16.4% | +2.2% |
| 3Y | +17.7% | +77.6% | -59.8% | +12.0% |
| 5Y | +7.4% | +82.4% | -75.0% | +1.5% |
| All | +32.0% | +255.3% | -223.3% | +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 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