-10.6%
IBRX vs VOO
+325.3%
-335.9%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.8% | +1.6% | +1.0% |
| 7D | -2.1% | -0.8% | -1.3% | -0.7% |
| 30D | +2.2% | -1.1% | +3.3% | +4.3% |
| 3M | +9.9% | +3.9% | +6.0% | +2.3% |
| 6M | -4.4% | +13.6% | -18.0% | -23.2% |
| YTD | +299.5% | +12.7% | +286.8% | +223.4% |
| 1Y | +205.4% | +17.6% | +187.8% | +130.3% |
| 3Y | +413.6% | +77.3% | +336.3% | +94.8% |
| 5Y | -20.0% | +84.1% | -104.1% | -68.3% |
| All | -10.6% | +325.3% | -335.9% | -91.7% |
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