+6.1%
ILTB vs VOO
+325.3%
-319.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | 0.0% |
| 7D | -1.4% | -0.8% | -0.7% | -1.4% |
| 30D | -1.2% | -1.1% | -0.1% | -1.1% |
| 3M | -4.4% | +3.9% | -8.2% | -4.7% |
| 6M | -3.4% | +13.6% | -17.0% | -4.4% |
| YTD | -3.5% | +12.7% | -16.2% | -4.4% |
| 1Y | -4.4% | +17.6% | -22.0% | -5.7% |
| 3Y | +8.9% | +77.3% | -68.5% | +4.3% |
| 5Y | -21.1% | +84.1% | -105.2% | -25.0% |
| All | +6.1% | +325.3% | -319.1% | +5.0% |
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