+217.1%
IBEX vs VOO
+78.5%
+138.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.4% | +4.1% | +4.0% |
| 7D | +14.9% | +2.6% | +12.4% | +13.0% |
| 30D | +27.2% | -2.0% | +29.2% | +28.9% |
| 3M | +58.2% | -2.8% | +60.9% | +61.2% |
| 6M | +87.0% | +2.2% | +84.8% | +83.8% |
| YTD | +49.1% | +11.5% | +37.6% | +37.3% |
| 1Y | +58.2% | +13.5% | +44.7% | +43.8% |
| 3Y | +217.1% | +78.1% | +139.0% | +85.5% |
| All | +217.1% | +78.5% | +138.6% | +85.5% |
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