+124.8%
IPAC vs VOO
+317.9%
-193.1%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.3% | +0.3% | +0.9% |
| 7D | -0.8% | +0.1% | -0.9% | -0.9% |
| 30D | -3.9% | -3.3% | -0.6% | -1.4% |
| 3M | -4.9% | -2.4% | -2.5% | -3.1% |
| 6M | +0.2% | +2.6% | -2.4% | -1.6% |
| YTD | +13.2% | +11.3% | +1.9% | +4.8% |
| 1Y | +14.6% | +13.4% | +1.1% | +4.6% |
| 3Y | +65.1% | +80.3% | -15.1% | +7.5% |
| 5Y | +44.7% | +72.7% | -28.0% | -3.6% |
| 10Y | +124.8% | +310.0% | -185.3% | -22.6% |
| All | +124.8% | +317.9% | -193.1% | -22.6% |
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