+4.0%
IBIL vs VOO
+36.9%
-32.9%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | -0.2% |
| 7D | -0.1% | -0.4% | +0.3% | 0.0% |
| 30D | -0.3% | -1.4% | +1.1% | -0.1% |
| 3M | -0.8% | +3.7% | -4.5% | -1.5% |
| 6M | -1.7% | +13.0% | -14.8% | -4.0% |
| YTD | 0.0% | +12.4% | -12.5% | -2.3% |
| 1Y | -0.4% | +18.6% | -19.0% | -3.9% |
| All | +4.0% | +36.9% | -32.9% | -4.2% |
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