+19.0%
IBDX vs VOO
+112.2%
-93.2%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | -0.4% |
| 7D | +0.5% | +0.1% | +0.5% | +0.5% |
| 30D | +1.3% | -3.3% | +4.7% | +1.9% |
| 3M | -1.1% | -2.4% | +1.3% | -0.8% |
| 6M | -1.4% | +2.6% | -4.0% | -1.9% |
| YTD | -0.8% | +11.3% | -12.1% | -2.7% |
| 1Y | 0.0% | +13.4% | -13.5% | -2.3% |
| 3Y | +20.6% | +80.3% | -59.7% | +6.0% |
| All | +19.0% | +112.2% | -93.2% | +0.6% |
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