+12.0%
IBIC vs VOO
+47.7%
-35.8%
-0.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | 0.0% |
| 7D | +0.1% | +0.5% | -0.4% | +0.1% |
| 30D | +0.4% | -0.9% | +1.3% | +0.4% |
| 3M | +0.7% | +3.9% | -3.2% | +0.8% |
| 6M | +2.1% | +14.5% | -12.4% | +2.4% |
| YTD | +3.1% | +13.0% | -9.9% | +3.3% |
| 1Y | +3.7% | +19.4% | -15.7% | +4.1% |
| All | +12.0% | +47.7% | -35.8% | +12.8% |
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