-16.1%
IP vs VOO
+82.6%
-98.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.5% |
| 7D | -5.3% | +0.1% | -5.4% | -5.3% |
| 30D | -10.9% | +0.1% | -10.9% | -10.9% |
| 3M | +11.2% | +2.0% | +9.2% | +9.3% |
| 6M | -10.2% | +13.0% | -23.3% | -18.9% |
| YTD | -2.0% | +13.6% | -15.6% | -11.7% |
| 1Y | -19.1% | +20.1% | -39.2% | -30.3% |
| 3Y | +20.9% | +77.6% | -56.7% | -23.8% |
| All | -16.1% | +82.6% | -98.7% | -50.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling