+14.9%
IBMP vs VOO
+185.4%
-170.5%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.2% |
| 7D | -0.3% | -2.7% | +2.4% | -0.2% |
| 30D | +0.2% | -5.4% | +5.6% | +0.5% |
| 3M | 0.0% | -4.1% | +4.1% | +0.3% |
| 6M | +0.7% | +0.7% | -0.1% | +0.6% |
| YTD | +1.4% | +8.7% | -7.3% | +0.9% |
| 1Y | +2.0% | +11.0% | -8.9% | +1.4% |
| 3Y | +10.3% | +75.5% | -65.2% | +6.2% |
| 5Y | +3.7% | +68.4% | -64.7% | 0.0% |
| All | +14.9% | +185.4% | -170.5% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling