-89.1%
IBG vs VOO
+18.9%
-107.9%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.3% |
| 7D | +1.5% | -0.4% | +1.9% | +1.7% |
| 30D | +3.4% | -1.4% | +4.7% | +4.1% |
| 3M | -17.9% | +3.7% | -21.6% | -19.3% |
| 6M | -70.2% | +13.0% | -83.3% | -71.7% |
| YTD | -89.7% | +12.4% | -102.2% | -90.2% |
| 1Y | -89.1% | +18.6% | -107.7% | -84.0% |
| All | -89.1% | +18.9% | -107.9% | -84.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling