+2.0%
IBTI vs VOO
+188.4%
-186.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.1% |
| 7D | -0.5% | +2.6% | -3.0% | -0.4% |
| 30D | +0.4% | -2.0% | +2.4% | +0.3% |
| 3M | 0.0% | -2.8% | +2.7% | -0.1% |
| 6M | +0.7% | +2.2% | -1.4% | +0.8% |
| YTD | +1.0% | +11.5% | -10.5% | +1.3% |
| 1Y | +1.6% | +13.5% | -11.9% | +2.0% |
| 3Y | +14.3% | +78.1% | -63.8% | +16.1% |
| 5Y | +2.3% | +73.1% | -70.8% | +3.5% |
| All | +2.0% | +188.4% | -186.4% | +7.6% |
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