+14.9%
IBMP vs VOO
+196.5%
-181.6%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | 0.0% |
| 7D | 0.0% | +0.5% | -0.6% | -0.1% |
| 30D | +0.1% | -0.9% | +1.0% | +0.1% |
| 3M | +0.4% | +3.9% | -3.5% | +0.2% |
| 6M | +0.7% | +14.5% | -13.8% | -0.1% |
| YTD | +1.4% | +13.0% | -11.5% | +0.7% |
| 1Y | +1.9% | +19.4% | -17.6% | +0.8% |
| 3Y | +9.6% | +78.9% | -69.3% | +5.5% |
| 5Y | +3.2% | +82.3% | -79.1% | -1.0% |
| All | +14.9% | +196.5% | -181.6% | +3.0% |
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