+6.6%
IBND vs VOO
+309.6%
-303.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -1.4% | +2.6% | -4.0% | -1.7% |
| 30D | -1.0% | -2.0% | +1.0% | -0.8% |
| 3M | -5.6% | -2.8% | -2.8% | -5.3% |
| 6M | -6.0% | +2.2% | -8.1% | -6.3% |
| YTD | -7.0% | +11.5% | -18.5% | -8.3% |
| 1Y | -6.1% | +13.5% | -19.6% | -7.6% |
| 3Y | +13.3% | +78.1% | -64.8% | +4.7% |
| 5Y | -7.5% | +73.1% | -80.7% | -15.2% |
| All | +6.6% | +309.6% | -303.0% | -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 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