+26.8%
IP vs VOO
+317.9%
-291.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.3% | +0.5% | +0.5% |
| 7D | -3.0% | +0.1% | -3.1% | -3.1% |
| 30D | +10.6% | -3.3% | +13.9% | +14.3% |
| 3M | -13.6% | -2.4% | -11.2% | -11.5% |
| 6M | +10.4% | +2.6% | +7.8% | +7.7% |
| YTD | -6.5% | +11.3% | -17.8% | -15.8% |
| 1Y | -2.1% | +13.4% | -15.6% | -13.6% |
| 3Y | +22.0% | +80.3% | -58.3% | -32.9% |
| 5Y | -9.7% | +72.7% | -82.4% | -48.8% |
| 10Y | +26.8% | +310.0% | -283.2% | -73.9% |
| All | +26.8% | +317.9% | -291.1% | -73.9% |
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