-19.7%
IBRX vs VOO
+309.6%
-329.4%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.2% |
| 7D | -30.3% | +2.6% | -32.9% | -34.0% |
| 30D | -39.3% | -2.0% | -37.3% | -37.2% |
| 3M | -21.3% | -2.8% | -18.5% | -17.3% |
| 6M | -26.1% | +2.2% | -28.3% | -29.1% |
| YTD | +204.0% | +11.5% | +192.5% | +150.7% |
| 1Y | +201.0% | +13.5% | +187.5% | +140.7% |
| 3Y | +75.0% | +78.1% | -3.1% | -34.4% |
| 5Y | -22.0% | +73.1% | -95.2% | -66.0% |
| All | -19.7% | +309.6% | -329.4% | -90.2% |
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