+190.8%
IBEX vs VOO
+75.5%
+115.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.2% | +0.3% | +14.9% | +15.0% |
| 7D | +10.7% | -2.7% | +13.4% | +12.9% |
| 30D | +14.7% | -5.4% | +20.1% | +19.2% |
| 3M | +34.0% | -4.1% | +38.0% | +37.8% |
| 6M | +76.2% | +0.7% | +75.4% | +74.6% |
| YTD | +29.7% | +8.7% | +21.0% | +21.5% |
| 1Y | +34.3% | +11.0% | +23.4% | +23.9% |
| 3Y | +190.8% | +75.5% | +115.3% | +65.5% |
| All | +190.8% | +75.5% | +115.3% | +65.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling