+12.5%
VOO vs IBM
-17.5%
+30.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | +1.2% |
| 7D | -0.9% | -1.7% | +0.8% | -0.8% |
| 30D | -2.3% | +10.1% | -12.4% | -2.9% |
| 3M | -1.2% | +4.8% | -6.0% | -1.5% |
| 6M | +3.3% | +12.6% | -9.3% | +1.0% |
| YTD | +12.3% | -13.9% | +26.2% | +13.4% |
| 1Y | +12.5% | -18.7% | +31.2% | +15.7% |
| All | +12.5% | -17.5% | +30.0% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBM.
Daily Out/Under-Performance
Portfolio return minus IBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBM 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 1y: compounded portfolio wealth divided by compounded IBM 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…
1y analysis · Full analysis span regression · 6 months rolling