+144.5%
IBM vs VOO
+315.3%
-170.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.5% | +3.8% | +3.8% |
| 7D | +3.6% | -0.4% | +3.9% | +3.9% |
| 30D | +1.5% | -1.4% | +2.9% | +2.7% |
| 3M | -12.9% | +3.7% | -16.6% | -15.8% |
| 6M | -3.9% | +13.0% | -16.9% | -13.3% |
| YTD | -17.3% | +12.4% | -29.8% | -25.0% |
| 1Y | -5.0% | +18.6% | -23.6% | -17.4% |
| 3Y | +78.2% | +78.1% | +0.2% | +10.2% |
| 5Y | +120.6% | +82.3% | +38.4% | +31.1% |
| 10Y | +144.5% | +322.5% | -178.1% | -34.2% |
| All | +144.5% | +315.3% | -170.8% | -34.2% |
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 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