+212.4%
IP vs VOO
+775.2%
-562.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.4% | +0.4% | +0.8% |
| 7D | -5.0% | -4.7% | -0.3% | 0.0% |
| 30D | +6.5% | -5.9% | +12.4% | +13.6% |
| 3M | -18.0% | -4.5% | -13.5% | -13.9% |
| 6M | +10.3% | +1.9% | +8.5% | +8.2% |
| YTD | -9.9% | +8.4% | -18.3% | -17.4% |
| 1Y | -1.1% | +9.5% | -10.5% | -10.2% |
| 3Y | +13.0% | +75.3% | -62.3% | -39.5% |
| 5Y | -12.3% | +67.9% | -80.1% | -51.6% |
| 10Y | +26.8% | +314.4% | -287.6% | -77.2% |
| All | +212.4% | +775.2% | -562.8% | -79.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling