+5.3%
IBTM vs VOO
+106.2%
-100.9%
-13.6%
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 | +1.9% | -3.3% | +5.2% | +2.0% |
| 3M | -0.7% | -2.4% | +1.7% | -0.6% |
| 6M | -1.2% | +2.6% | -3.8% | -1.3% |
| YTD | -1.1% | +11.3% | -12.4% | -1.6% |
| 1Y | -0.9% | +13.4% | -14.4% | -1.5% |
| 3Y | +13.6% | +80.3% | -66.7% | +8.3% |
| All | +5.3% | +106.2% | -100.9% | -1.0% |
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