+127.4%
IBLC vs VOO
+95.1%
+32.3%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.1% | +1.9% |
| 7D | +10.1% | +0.5% | +9.5% | +8.8% |
| 30D | +11.0% | -0.9% | +11.9% | +13.7% |
| 3M | -5.4% | +3.9% | -9.3% | -13.1% |
| 6M | +26.2% | +14.5% | +11.7% | -6.6% |
| YTD | +18.5% | +13.0% | +5.6% | -8.2% |
| 1Y | +18.2% | +19.4% | -1.2% | -18.3% |
| 3Y | +197.6% | +78.9% | +118.7% | -12.5% |
| All | +127.4% | +95.1% | +32.3% | -39.8% |
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 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