-15.7%
IBRX vs VOO
+72.6%
-88.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | 0.0% |
| 7D | -30.3% | +2.6% | -32.9% | -34.9% |
| 30D | -39.3% | -2.0% | -37.3% | -36.8% |
| 3M | -21.3% | -2.8% | -18.5% | -16.5% |
| 6M | -26.1% | +2.2% | -28.3% | -30.1% |
| YTD | +204.0% | +11.5% | +192.5% | +136.9% |
| 1Y | +201.0% | +13.5% | +187.5% | +125.4% |
| 3Y | +75.0% | +78.1% | -3.1% | -54.4% |
| All | -15.7% | +72.6% | -88.3% | -75.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling