+568.5%
IBP vs VOO
+314.0%
+254.4%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.9% | -3.6% |
| 7D | -2.6% | +0.5% | -3.1% | -3.3% |
| 30D | -6.6% | -0.9% | -5.6% | -5.2% |
| 3M | +14.1% | +3.9% | +10.2% | +7.9% |
| 6M | -24.7% | +14.5% | -39.3% | -37.9% |
| YTD | -11.2% | +13.0% | -24.2% | -25.5% |
| 1Y | -17.4% | +19.4% | -36.8% | -36.2% |
| 3Y | +73.4% | +78.9% | -5.5% | -26.6% |
| 5Y | +108.3% | +82.3% | +26.0% | -13.3% |
| 10Y | +568.5% | +314.2% | +254.2% | -22.2% |
| All | +568.5% | +314.0% | +254.4% | -22.2% |
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