+1.0%
IBDW vs VOO
+74.6%
-73.6%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | -1.2% | +3.3% | -4.5% | -1.6% |
| 30D | +0.4% | -2.7% | +3.1% | +0.7% |
| 3M | -1.4% | -1.7% | +0.3% | -1.3% |
| 6M | -1.2% | +3.1% | -4.3% | -1.7% |
| YTD | -1.2% | +11.9% | -13.2% | -2.8% |
| 1Y | -0.5% | +12.1% | -12.6% | -2.1% |
| 3Y | +19.9% | +78.6% | -58.7% | +9.3% |
| 5Y | +1.0% | +73.8% | -72.8% | -9.8% |
| All | +1.0% | +74.6% | -73.6% | -9.8% |
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 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