+34.7%
IBDT vs VOO
+193.9%
-159.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.2% |
| 7D | -0.2% | -2.0% | +1.8% | 0.0% |
| 30D | -0.1% | -1.7% | +1.5% | 0.0% |
| 3M | +0.5% | +4.7% | -4.2% | +0.2% |
| 6M | +0.8% | +12.6% | -11.8% | -0.2% |
| YTD | +1.2% | +11.8% | -10.5% | +0.3% |
| 1Y | +2.6% | +17.5% | -14.9% | +1.2% |
| 3Y | +18.3% | +77.0% | -58.6% | +12.4% |
| 5Y | +5.9% | +82.6% | -76.6% | -0.1% |
| All | +34.7% | +193.9% | -159.2% | +22.6% |
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