+4.3%
IBTM vs VOO
+107.4%
-103.2%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.6% |
| 7D | -1.6% | +3.3% | -4.9% | -1.8% |
| 30D | +0.7% | -2.7% | +3.4% | +0.9% |
| 3M | -1.5% | -1.7% | +0.2% | -1.5% |
| 6M | -1.7% | +3.1% | -4.8% | -1.9% |
| YTD | -2.1% | +11.9% | -14.0% | -2.7% |
| 1Y | -2.0% | +12.1% | -14.1% | -2.6% |
| 3Y | +12.4% | +78.6% | -66.2% | +7.3% |
| All | +4.3% | +107.4% | -103.2% | -2.0% |
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