+30.0%
IBHJ vs VOO
+82.3%
-52.3%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | -0.8% | -2.0% | +1.2% | -0.3% |
| 30D | -0.7% | -1.7% | +1.0% | -0.3% |
| 3M | +0.8% | +4.7% | -3.9% | -0.4% |
| 6M | +2.0% | +12.6% | -10.5% | -1.0% |
| YTD | +2.2% | +11.8% | -9.5% | -0.7% |
| 1Y | +4.5% | +17.5% | -13.0% | +0.2% |
| 3Y | +27.8% | +77.0% | -49.2% | +6.5% |
| All | +30.0% | +82.3% | -52.3% | +5.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling