+64.3%
IPAC vs VOO
+79.4%
-15.1%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.3% | +0.3% | +0.7% |
| 7D | -0.8% | +0.1% | -0.9% | -0.9% |
| 30D | -3.9% | -3.3% | -0.6% | -1.0% |
| 3M | -4.9% | -2.4% | -2.5% | -2.8% |
| 6M | +0.2% | +2.6% | -2.4% | -1.9% |
| YTD | +13.2% | +11.3% | +1.9% | +3.7% |
| 1Y | +14.6% | +13.4% | +1.1% | +3.3% |
| All | +64.3% | +79.4% | -15.1% | -0.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling