+13.5%
IBND vs VOO
+803.9%
-790.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -6.0% |
| YTD | -6.5% | +11.9% | -18.5% | -7.8% |
| 1Y | -5.3% | +12.1% | -17.4% | -6.7% |
| 3Y | +14.1% | +78.6% | -64.5% | +5.9% |
| 5Y | -7.1% | +73.8% | -80.9% | -14.1% |
| 10Y | +6.1% | +312.3% | -306.1% | -9.7% |
| All | +13.5% | +803.9% | -790.3% | -19.7% |
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 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