+54.5%
IBN vs VOO
+81.6%
-27.1%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.3% | -1.4% |
| 7D | -5.1% | -0.4% | -4.7% | -4.9% |
| 30D | -3.5% | -1.4% | -2.1% | -2.7% |
| 3M | +11.3% | +3.7% | +7.6% | +8.6% |
| 6M | +4.4% | +13.0% | -8.6% | -3.7% |
| YTD | -1.8% | +12.4% | -14.2% | -9.1% |
| 1Y | -8.0% | +18.6% | -26.6% | -17.9% |
| 3Y | +27.1% | +78.1% | -51.0% | -17.0% |
| 5Y | +54.5% | +82.3% | -27.8% | -0.7% |
| All | +54.5% | +81.6% | -27.1% | -0.7% |
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