+15.9%
IBIE vs VOO
+78.8%
-63.0%
-1.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.1% | -0.2% |
| 7D | -0.3% | -0.8% | +0.5% | -0.2% |
| 30D | -0.1% | -1.1% | +1.0% | -0.1% |
| 3M | -0.1% | +3.9% | -4.0% | -0.2% |
| 6M | +1.0% | +13.6% | -12.7% | +0.8% |
| YTD | +1.8% | +12.7% | -10.9% | +1.7% |
| 1Y | +1.9% | +17.6% | -15.7% | +1.7% |
| All | +15.9% | +78.8% | -63.0% | +13.0% |
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 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