+16.9%
IBDY vs VOO
+83.3%
-66.3%
-7.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | -0.2% | -0.4% | +0.1% | -0.2% |
| 30D | -0.5% | -1.4% | +0.9% | -0.3% |
| 3M | -0.9% | +3.7% | -4.6% | -1.4% |
| 6M | -2.0% | +13.0% | -15.0% | -3.7% |
| YTD | -1.0% | +12.4% | -13.4% | -2.6% |
| 1Y | +0.3% | +18.6% | -18.3% | -2.1% |
| 3Y | +18.5% | +78.1% | -59.6% | +4.3% |
| All | +16.9% | +83.3% | -66.3% | +0.8% |
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