-100.0%
IBIO vs VOO
+325.3%
-425.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.5% | -2.1% |
| 7D | -7.6% | -0.8% | -6.9% | -7.2% |
| 30D | -17.7% | -1.1% | -16.6% | -17.2% |
| 3M | -27.5% | +3.9% | -31.4% | -29.0% |
| 6M | -50.2% | +13.6% | -63.8% | -53.2% |
| YTD | -37.3% | +12.7% | -50.0% | -40.8% |
| 1Y | +26.0% | +17.6% | +8.5% | +17.2% |
| 3Y | -78.4% | +77.3% | -155.7% | -82.6% |
| 5Y | -99.8% | +84.1% | -183.9% | -99.8% |
| All | -100.0% | +325.3% | -425.2% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling