+4.0%
IBMP vs VOO
+72.6%
-68.6%
-9.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | 0.0% | +2.6% | -2.5% | 0.0% |
| 30D | +0.4% | -2.0% | +2.4% | +0.4% |
| 3M | +0.3% | -2.8% | +3.1% | +0.3% |
| 6M | +1.0% | +2.2% | -1.2% | +0.9% |
| YTD | +1.7% | +11.5% | -9.9% | +1.4% |
| 1Y | +2.2% | +13.5% | -11.3% | +1.9% |
| 3Y | +9.9% | +78.1% | -68.2% | +8.0% |
| All | +4.0% | +72.6% | -68.6% | +1.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling