+58.6%
IBRN vs VOO
+100.6%
-41.9%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.9% | -0.9% |
| 7D | -3.7% | -0.4% | -3.3% | -3.4% |
| 30D | -3.0% | -1.4% | -1.6% | -1.7% |
| 3M | +9.4% | +3.7% | +5.7% | +5.3% |
| 6M | +17.1% | +13.0% | +4.0% | +3.5% |
| YTD | +17.6% | +12.4% | +5.1% | +4.5% |
| 1Y | +48.5% | +18.6% | +29.9% | +25.4% |
| 3Y | +70.9% | +78.1% | -7.2% | -3.0% |
| All | +58.6% | +100.6% | -41.9% | -18.9% |
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