-7.8%
IBTL vs VOO
+81.2%
-89.0%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.2% |
| 7D | -0.6% | -0.9% | +0.3% | -0.6% |
| 30D | +1.2% | -2.3% | +3.5% | +1.3% |
| 3M | -0.8% | -1.2% | +0.4% | -0.8% |
| 6M | -1.1% | +3.3% | -4.4% | -1.2% |
| YTD | -1.2% | +12.3% | -13.5% | -1.6% |
| 1Y | -1.0% | +12.5% | -13.5% | -1.4% |
| 3Y | +13.4% | +79.2% | -65.8% | +10.3% |
| 5Y | -6.3% | +75.7% | -82.0% | -9.5% |
| All | -7.8% | +81.2% | -89.0% | -11.0% |
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