+565.0%
IBP vs VOO
+317.9%
+247.1%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.3% | -0.8% | -1.9% |
| 7D | +1.4% | +0.1% | +1.3% | +1.4% |
| 30D | +20.5% | -3.3% | +23.8% | +26.4% |
| 3M | -8.3% | -2.4% | -5.9% | -4.9% |
| 6M | +2.0% | +2.6% | -0.6% | -1.7% |
| YTD | -12.8% | +11.3% | -24.1% | -25.2% |
| 1Y | -12.2% | +13.4% | -25.6% | -26.6% |
| 3Y | +89.9% | +80.3% | +9.6% | -20.4% |
| 5Y | +84.5% | +72.7% | +11.8% | -16.0% |
| 10Y | +565.0% | +310.0% | +255.0% | -11.1% |
| All | +565.0% | +317.9% | +247.1% | -11.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling