+127.4%
IPAC vs VOO
+365.3%
-237.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.4% | 0.0% | -1.0% |
| 7D | -4.7% | -4.7% | 0.0% | -1.1% |
| 30D | -7.1% | -5.9% | -1.2% | -2.7% |
| 3M | -5.8% | -4.5% | -1.3% | -2.4% |
| 6M | +0.6% | +1.9% | -1.2% | -0.6% |
| YTD | +10.5% | +8.4% | +2.1% | +4.1% |
| 1Y | +12.1% | +9.5% | +2.7% | +4.9% |
| 3Y | +56.5% | +75.3% | -18.8% | +2.5% |
| 5Y | +40.1% | +67.9% | -27.8% | -6.0% |
| 10Y | +120.4% | +314.4% | -194.0% | -30.6% |
| All | +127.4% | +365.3% | -237.9% | -33.8% |
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