+139.6%
IBEX vs VOO
+150.6%
-11.0%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.6% | -5.2% | -5.4% |
| 7D | -3.5% | +0.5% | -4.1% | -3.8% |
| 30D | -0.9% | -0.9% | 0.0% | -0.3% |
| 3M | +21.1% | +3.9% | +17.3% | +17.8% |
| 6M | +20.9% | +14.5% | +6.4% | +9.8% |
| YTD | -3.4% | +13.0% | -16.3% | -11.3% |
| 1Y | +24.5% | +19.4% | +5.1% | +10.1% |
| 3Y | +102.0% | +78.9% | +23.1% | +35.5% |
| 5Y | +101.6% | +82.3% | +19.4% | +32.3% |
| All | +139.6% | +150.6% | -11.0% | +5.2% |
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