+9.0%
IBMR vs VOO
+91.8%
-82.8%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.1% |
| 7D | -0.5% | +2.6% | -3.0% | -0.5% |
| 30D | +1.1% | -2.0% | +3.1% | +1.2% |
| 3M | -0.2% | -2.8% | +2.6% | -0.1% |
| 6M | +0.5% | +2.2% | -1.7% | +0.4% |
| YTD | +0.8% | +11.5% | -10.7% | +0.5% |
| 1Y | +1.4% | +13.5% | -12.1% | +1.0% |
| 3Y | +11.2% | +78.1% | -66.9% | +8.0% |
| All | +9.0% | +91.8% | -82.8% | +6.2% |
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