-60.1%
IBTA vs VOO
+57.1%
-117.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.4% | +2.5% |
| 7D | +3.8% | -0.4% | +4.2% | +4.2% |
| 30D | +8.1% | -1.4% | +9.5% | +10.0% |
| 3M | +17.4% | +3.7% | +13.7% | +13.4% |
| 6M | +67.1% | +13.0% | +54.0% | +45.1% |
| YTD | +72.2% | +12.4% | +59.7% | +50.1% |
| 1Y | +45.0% | +18.6% | +26.4% | +19.3% |
| All | -60.1% | +57.1% | -117.1% | -78.4% |
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 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