+314.1%
VOO vs IBN
+316.4%
-2.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | -2.0% | -5.5% | +3.5% | -0.5% |
| 30D | -1.7% | -3.4% | +1.8% | -0.8% |
| 3M | +4.7% | +8.7% | -3.9% | +2.3% |
| 6M | +12.6% | +3.7% | +8.8% | +11.1% |
| YTD | +11.8% | -2.4% | +14.1% | +12.0% |
| 1Y | +17.5% | -8.1% | +25.6% | +19.5% |
| 3Y | +77.0% | +26.3% | +50.7% | +63.3% |
| 5Y | +82.6% | +54.9% | +27.6% | +58.2% |
| All | +314.1% | +316.4% | -2.4% | +188.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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