-21.9%
IBRX vs VOO
+80.3%
-102.3%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.6% | -3.6% | -2.9% |
| 7D | -5.7% | -2.0% | -3.8% | -1.5% |
| 30D | +1.6% | -1.7% | +3.2% | +5.5% |
| 3M | +10.6% | +4.7% | +5.9% | -0.7% |
| 6M | -3.6% | +12.6% | -16.2% | -25.4% |
| YTD | +289.9% | +11.8% | +278.1% | +203.8% |
| 1Y | +200.4% | +17.5% | +182.8% | +109.8% |
| 3Y | +498.4% | +77.0% | +421.5% | +62.9% |
| 5Y | -21.9% | +82.6% | -104.5% | -78.8% |
| All | -21.9% | +80.3% | -102.3% | -78.8% |
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