-98.6%
IBG vs VOO
+36.2%
-134.9%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.7% |
| 7D | +4.8% | +0.5% | +4.3% | +4.0% |
| 30D | -1.0% | -0.9% | -0.1% | +0.3% |
| 3M | -16.7% | +3.9% | -20.6% | -20.6% |
| 6M | -81.9% | +14.5% | -96.5% | -85.0% |
| YTD | -89.6% | +13.0% | -102.5% | -91.3% |
| 1Y | -88.1% | +19.4% | -107.5% | -90.8% |
| All | -98.6% | +36.2% | -134.9% | -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 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