+3.3%
IBIL vs VOO
+36.0%
-32.8%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | -1.1% | -2.0% | +0.9% | -0.7% |
| 30D | -1.0% | -1.7% | +0.6% | -0.7% |
| 3M | -1.3% | +4.7% | -6.1% | -2.2% |
| 6M | -2.1% | +12.6% | -14.7% | -4.3% |
| YTD | -0.7% | +11.8% | -12.5% | -2.9% |
| 1Y | -1.2% | +17.5% | -18.7% | -4.5% |
| All | +3.3% | +36.0% | -32.8% | -4.8% |
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 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