+520.5%
IBOC vs VOO
+795.4%
-274.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.5% | -0.5% |
| 7D | +0.4% | -0.6% | +1.0% | +0.9% |
| 30D | -0.1% | -3.6% | +3.5% | +4.1% |
| 3M | -5.9% | -2.7% | -3.1% | -3.2% |
| 6M | -6.5% | +2.2% | -8.7% | -10.2% |
| YTD | +4.2% | +10.9% | -6.7% | -10.0% |
| 1Y | +5.2% | +11.3% | -6.2% | -9.7% |
| 3Y | +62.7% | +76.9% | -14.2% | -23.3% |
| 5Y | +67.7% | +73.5% | -5.8% | -21.1% |
| 10Y | +145.7% | +307.7% | -162.0% | -67.2% |
| All | +520.5% | +795.4% | -274.9% | -82.1% |
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