+13.8%
IBND vs VOO
+79.1%
-65.3%
-9.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.4% |
| 7D | -1.6% | +3.3% | -4.9% | -2.0% |
| 30D | -0.8% | -2.7% | +1.9% | -0.5% |
| 3M | -4.9% | -1.7% | -3.2% | -4.7% |
| 6M | -5.6% | +3.1% | -8.7% | -5.9% |
| YTD | -6.5% | +11.9% | -18.5% | -7.7% |
| 1Y | -5.3% | +12.1% | -17.4% | -6.5% |
| All | +13.8% | +79.1% | -65.3% | -2.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling