+25.0%
IBHI vs VOO
+91.2%
-66.2%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.1% |
| 7D | -0.2% | -2.0% | +1.7% | +0.4% |
| 30D | 0.0% | -1.7% | +1.7% | +0.5% |
| 3M | +1.1% | +4.7% | -3.7% | -0.5% |
| 6M | +2.5% | +12.6% | -10.1% | -1.6% |
| YTD | +2.3% | +11.8% | -9.4% | -1.5% |
| 1Y | +4.1% | +17.5% | -13.4% | -1.6% |
| 3Y | +28.1% | +77.0% | -48.9% | +3.0% |
| All | +25.0% | +91.2% | -66.2% | -4.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling