+115.1%
IBP vs VOO
+82.6%
+32.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.7% | +0.9% |
| 7D | -2.8% | +0.1% | -3.0% | -3.0% |
| 30D | -1.2% | +0.1% | -1.3% | -1.3% |
| 3M | +17.9% | +2.0% | +15.9% | +14.9% |
| 6M | -26.5% | +13.0% | -39.6% | -37.1% |
| YTD | -7.1% | +13.6% | -20.7% | -21.1% |
| 1Y | -10.5% | +20.1% | -30.6% | -29.4% |
| 3Y | +70.5% | +77.6% | -7.0% | -20.2% |
| All | +115.1% | +82.6% | +32.5% | -2.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling