+7.4%
IBTO vs VOO
+73.4%
-66.0%
-8.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.4% | +4.8% | +0.6% |
| 7D | +0.8% | -4.7% | +5.5% | +0.9% |
| 30D | +2.6% | -5.9% | +8.5% | +2.9% |
| 3M | -0.9% | -4.5% | +3.6% | -0.8% |
| 6M | -1.1% | +1.9% | -2.9% | -1.2% |
| YTD | -1.4% | +8.4% | -9.8% | -1.7% |
| 1Y | -0.8% | +9.5% | -10.2% | -1.1% |
| 3Y | +12.3% | +75.3% | -62.9% | +4.0% |
| All | +7.4% | +73.4% | -66.0% | -1.1% |
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