+82.3%
VOO vs IBM
+112.8%
-30.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.3% |
| 7D | +0.5% | +0.3% | +0.2% | +0.5% |
| 30D | -0.9% | -1.5% | +0.6% | -0.7% |
| 3M | +3.9% | -16.8% | +20.7% | +6.4% |
| 6M | +14.5% | -9.0% | +23.6% | +13.7% |
| YTD | +13.0% | -20.1% | +33.0% | +15.8% |
| 1Y | +19.4% | -7.0% | +26.4% | +15.9% |
| 3Y | +78.9% | +72.4% | +6.5% | +33.9% |
| 5Y | +82.3% | +112.0% | -29.7% | +23.2% |
| All | +82.3% | +112.8% | -30.5% | +23.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling