-8.3%
IBTL vs VOO
+80.0%
-88.2%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | -1.3% | +2.6% | -3.9% | -1.4% |
| 30D | +0.5% | -2.0% | +2.5% | +0.6% |
| 3M | -1.7% | -2.8% | +1.1% | -1.6% |
| 6M | -1.4% | +2.2% | -3.6% | -1.5% |
| YTD | -1.7% | +11.5% | -13.2% | -2.1% |
| 1Y | -1.3% | +13.5% | -14.8% | -1.7% |
| 3Y | +12.9% | +78.1% | -65.2% | +9.9% |
| 5Y | -6.8% | +73.1% | -79.9% | -9.8% |
| All | -8.3% | +80.0% | -88.2% | -11.5% |
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