-7.1%
IBND vs VOO
+74.6%
-81.6%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.4% |
| 7D | -1.6% | +3.3% | -4.9% | -2.3% |
| 30D | -0.8% | -2.7% | +1.9% | -0.3% |
| 3M | -4.9% | -1.7% | -3.2% | -4.6% |
| 6M | -5.6% | +3.1% | -8.7% | -6.3% |
| YTD | -6.5% | +11.9% | -18.5% | -8.8% |
| 1Y | -5.3% | +12.1% | -17.4% | -7.7% |
| 3Y | +14.1% | +78.6% | -64.5% | -1.4% |
| 5Y | -7.1% | +73.8% | -80.9% | -22.3% |
| All | -7.1% | +74.6% | -81.6% | -22.3% |
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