+169.2%
IBUY vs VOO
+331.4%
-162.2%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.6% |
| 7D | -5.6% | -0.4% | -5.2% | -5.2% |
| 30D | -8.6% | -1.4% | -7.2% | -7.1% |
| 3M | +2.2% | +3.7% | -1.5% | -2.3% |
| 6M | +3.4% | +13.0% | -9.7% | -11.0% |
| YTD | -8.7% | +12.4% | -21.2% | -20.8% |
| 1Y | -10.3% | +18.6% | -28.9% | -27.0% |
| 3Y | +44.8% | +78.1% | -33.3% | -27.1% |
| 5Y | -41.0% | +82.3% | -123.3% | -70.0% |
| 10Y | +150.5% | +322.5% | -172.0% | -47.1% |
| All | +169.2% | +331.4% | -162.2% | -45.0% |
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