+557.7%
IBOC vs VOO
+817.1%
-259.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +1.0% |
| 7D | +1.4% | +0.1% | +1.3% | +1.3% |
| 30D | -4.3% | +0.1% | -4.4% | -4.4% |
| 3M | -0.4% | +2.0% | -2.4% | -3.5% |
| 6M | +5.8% | +13.0% | -7.2% | -10.1% |
| YTD | +10.4% | +13.6% | -3.1% | -6.9% |
| 1Y | +1.3% | +20.1% | -18.8% | -20.6% |
| 3Y | +65.6% | +77.6% | -11.9% | -21.8% |
| 5Y | +92.7% | +82.4% | +10.3% | -14.7% |
| 10Y | +212.6% | +316.8% | -104.2% | -59.0% |
| All | +557.7% | +817.1% | -259.4% | -81.4% |
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 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