+7.6%
IBTO vs VOO
+81.6%
-74.0%
-8.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | 0.0% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | -0.7% | +0.1% | -0.8% | -0.7% |
| 3M | -0.7% | +2.0% | -2.8% | -0.8% |
| 6M | -2.4% | +13.0% | -15.4% | -2.8% |
| YTD | -1.2% | +13.6% | -14.8% | -1.6% |
| 1Y | -0.2% | +20.1% | -20.3% | -0.8% |
| 3Y | +10.1% | +77.6% | -67.5% | +3.0% |
| All | +7.6% | +81.6% | -74.0% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling