+47.8%
IBRN vs VOO
+100.3%
-52.5%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.5% | +0.5% |
| 7D | +4.2% | -0.9% | +5.1% | +5.1% |
| 30D | +12.7% | -2.3% | +15.0% | +15.3% |
| 3M | -9.8% | -1.2% | -8.6% | -8.8% |
| 6M | -0.7% | +3.3% | -4.0% | -4.1% |
| YTD | +9.6% | +12.3% | -2.8% | -2.5% |
| 1Y | +23.0% | +12.5% | +10.5% | +9.3% |
| 3Y | +81.6% | +79.2% | +2.4% | +2.4% |
| All | +47.8% | +100.3% | -52.5% | -24.4% |
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