+5.6%
IBTP vs VOO
+44.1%
-38.5%
-7.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.7% |
| 7D | -1.9% | +3.3% | -5.2% | -1.9% |
| 30D | +1.0% | -2.7% | +3.7% | +1.1% |
| 3M | -1.8% | -1.7% | -0.1% | -1.8% |
| 6M | -2.2% | +3.1% | -5.3% | -2.2% |
| YTD | -2.8% | +11.9% | -14.7% | -2.8% |
| 1Y | -2.9% | +12.1% | -14.9% | -2.9% |
| All | +5.6% | +44.1% | -38.5% | +6.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling