+143.6%
IBM vs VOO
+314.4%
-170.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +0.5% |
| 7D | -1.7% | -0.9% | -0.8% | -1.1% |
| 30D | +10.1% | -2.3% | +12.4% | +12.1% |
| 3M | +4.8% | -1.2% | +6.0% | +5.8% |
| 6M | +12.6% | +3.3% | +9.3% | +9.3% |
| YTD | -13.9% | +12.3% | -26.2% | -21.8% |
| 1Y | -18.7% | +12.5% | -31.2% | -26.3% |
| 3Y | +81.9% | +79.2% | +2.7% | +12.0% |
| 5Y | +148.3% | +75.7% | +72.6% | +52.8% |
| 10Y | +143.6% | +313.7% | -170.0% | -36.1% |
| All | +143.6% | +314.4% | -170.8% | -36.1% |
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