-7.5%
IBTL vs VOO
+79.6%
-87.0%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.3% | -2.5% | -0.2% |
| 7D | +0.2% | +0.1% | +0.1% | +0.2% |
| 30D | +1.5% | -3.3% | +4.8% | +1.6% |
| 3M | -0.6% | -2.4% | +1.8% | -0.5% |
| 6M | -1.0% | +2.6% | -3.6% | -1.1% |
| YTD | -0.9% | +11.3% | -12.1% | -1.2% |
| 1Y | -0.6% | +13.4% | -14.0% | -1.0% |
| 3Y | +13.9% | +80.3% | -66.4% | +10.8% |
| 5Y | -6.0% | +72.7% | -78.7% | -9.0% |
| All | -7.5% | +79.6% | -87.0% | -10.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling