+311.8%
IPAR vs VOO
+314.0%
-2.2%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.6% |
| 7D | -3.5% | +0.5% | -4.0% | -4.1% |
| 30D | -8.1% | -0.9% | -7.2% | -7.3% |
| 3M | +23.3% | +3.9% | +19.4% | +18.2% |
| 6M | +21.5% | +14.5% | +7.0% | +4.9% |
| YTD | +35.5% | +13.0% | +22.5% | +18.5% |
| 1Y | +2.8% | +19.4% | -16.7% | -15.6% |
| 3Y | -5.7% | +78.9% | -84.6% | -50.3% |
| 5Y | +73.2% | +82.3% | -9.1% | -10.7% |
| 10Y | +311.8% | +314.2% | -2.4% | -6.9% |
| All | +311.8% | +314.0% | -2.2% | -6.9% |
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