+15.1%
IBMP vs VOO
+192.1%
-177.1%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.3% | -2.2% | 0.0% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | +0.3% | -3.3% | +3.6% | +0.5% |
| 3M | +0.2% | -2.4% | +2.6% | +0.4% |
| 6M | +0.9% | +2.6% | -1.7% | +0.7% |
| YTD | +1.6% | +11.3% | -9.7% | +0.9% |
| 1Y | +2.1% | +13.4% | -11.3% | +1.3% |
| 3Y | +10.1% | +80.3% | -70.2% | +5.8% |
| 5Y | +3.7% | +72.7% | -69.0% | 0.0% |
| All | +15.1% | +192.1% | -177.1% | +3.2% |
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