-40.7%
IBTA vs VOO
+56.4%
-97.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -2.6% |
| 7D | +0.5% | +3.3% | -2.8% | -3.4% |
| 30D | +34.3% | -2.7% | +37.0% | +39.1% |
| 3M | +62.1% | -1.7% | +63.9% | +65.8% |
| 6M | +77.6% | +3.1% | +74.5% | +72.4% |
| YTD | +155.7% | +11.9% | +143.8% | +124.4% |
| 1Y | +77.6% | +12.1% | +65.5% | +56.5% |
| All | -40.7% | +56.4% | -97.1% | -67.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling