+239.8%
IP vs VOO
+817.1%
-577.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.6% |
| 7D | -5.3% | +0.1% | -5.4% | -5.4% |
| 30D | -10.9% | +0.1% | -10.9% | -10.9% |
| 3M | +11.2% | +2.0% | +9.2% | +8.8% |
| 6M | -10.2% | +13.0% | -23.3% | -21.3% |
| YTD | -2.0% | +13.6% | -15.6% | -14.5% |
| 1Y | -19.1% | +20.1% | -39.2% | -33.6% |
| 3Y | +20.9% | +77.6% | -56.7% | -36.2% |
| 5Y | -17.8% | +82.4% | -100.3% | -58.8% |
| 10Y | +23.5% | +316.8% | -293.3% | -77.7% |
| All | +239.8% | +817.1% | -577.3% | -79.1% |
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