-9.3%
IBTK vs VOO
+159.8%
-169.2%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | +0.1% | +0.5% | -0.5% | 0.0% |
| 30D | -0.3% | -0.9% | +0.6% | -0.3% |
| 3M | +0.2% | +3.9% | -3.7% | +0.1% |
| 6M | -1.0% | +14.5% | -15.5% | -1.3% |
| YTD | -0.4% | +13.0% | -13.4% | -0.7% |
| 1Y | +0.2% | +19.4% | -19.3% | -0.3% |
| 3Y | +12.6% | +78.9% | -66.2% | +10.5% |
| 5Y | -5.0% | +82.3% | -87.3% | -7.6% |
| All | -9.3% | +159.8% | -169.2% | -11.9% |
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