+17.5%
IBID vs VOO
+78.8%
-61.3%
-1.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.1% |
| 7D | -0.1% | -0.6% | +0.5% | -0.1% |
| 30D | +0.1% | -3.6% | +3.8% | +0.1% |
| 3M | +1.0% | -2.7% | +3.7% | +1.0% |
| 6M | +1.5% | +2.2% | -0.7% | +1.6% |
| YTD | +3.5% | +10.9% | -7.4% | +3.6% |
| 1Y | +3.8% | +11.3% | -7.6% | +3.9% |
| 3Y | +17.5% | +76.9% | -59.4% | +13.7% |
| All | +17.5% | +78.8% | -61.3% | +13.7% |
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