0.0%
IBII vs VOO
+9.9%
-9.9%
-4.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.4% | +4.6% | +0.5% |
| 7D | 0.0% | -4.7% | +4.8% | +0.3% |
| 30D | +2.0% | -5.9% | +7.9% | +2.4% |
| 3M | -1.2% | -4.5% | +3.3% | -1.0% |
| 6M | -2.2% | +1.9% | -4.0% | -2.4% |
| YTD | -0.2% | +8.4% | -8.6% | -0.9% |
| 1Y | 0.0% | +9.5% | -9.5% | -0.8% |
| All | 0.0% | +9.9% | -9.9% | -0.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling