+147.3%
IBM vs VOO
+309.6%
-162.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.3% |
| 7D | +1.6% | +2.6% | -1.0% | -0.5% |
| 30D | +9.2% | -2.0% | +11.2% | +10.9% |
| 3M | +4.9% | -2.8% | +7.7% | +7.3% |
| 6M | +16.8% | +2.2% | +14.6% | +14.4% |
| YTD | -14.3% | +11.5% | -25.8% | -21.7% |
| 1Y | -16.7% | +13.5% | -30.2% | -25.0% |
| 3Y | +82.2% | +78.1% | +4.1% | +12.7% |
| 5Y | +149.9% | +73.1% | +76.8% | +55.8% |
| All | +147.3% | +309.6% | -162.4% | -34.6% |
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