+8.1%
IBTG vs VOO
+188.4%
-180.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | +0.1% | +2.6% | -2.5% | +0.1% |
| 30D | +0.3% | -2.0% | +2.3% | +0.3% |
| 3M | +0.9% | -2.8% | +3.7% | +0.9% |
| 6M | +1.9% | +2.2% | -0.3% | +1.9% |
| YTD | +3.1% | +11.5% | -8.4% | +3.3% |
| 1Y | +3.7% | +13.5% | -9.8% | +4.0% |
| 3Y | +14.7% | +78.1% | -63.4% | +15.9% |
| 5Y | +7.2% | +73.1% | -66.0% | +8.0% |
| All | +8.1% | +188.4% | -180.3% | +12.4% |
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 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