+198.1%
IBRX vs VOO
+17.2%
+180.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.6% | -3.6% | -3.2% |
| 7D | -5.7% | -2.0% | -3.8% | -2.6% |
| 30D | +1.6% | -1.7% | +3.2% | +4.5% |
| 3M | +10.6% | +4.7% | +5.9% | +1.6% |
| 6M | -3.6% | +12.6% | -16.2% | -23.0% |
| YTD | +289.9% | +11.8% | +278.1% | +207.4% |
| All | +198.1% | +17.2% | +180.9% | +109.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling