-98.7%
IBG vs VOO
+35.6%
-134.3%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -0.9% |
| 7D | +1.5% | -0.4% | +1.9% | +1.9% |
| 30D | +3.4% | -1.4% | +4.7% | +5.3% |
| 3M | -17.9% | +3.7% | -21.6% | -21.6% |
| 6M | -70.2% | +13.0% | -83.3% | -74.6% |
| YTD | -89.7% | +12.4% | -102.2% | -91.4% |
| 1Y | -89.1% | +18.6% | -107.7% | -91.5% |
| All | -98.7% | +35.6% | -134.3% | -99.0% |
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