+400.3%
IPAR vs VOO
+314.4%
+85.9%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.0% | -3.0% |
| 7D | +7.8% | -0.9% | +8.7% | +8.1% |
| 30D | +18.6% | -2.3% | +20.9% | +20.6% |
| 3M | +11.8% | -1.2% | +12.9% | +12.1% |
| 6M | +49.8% | +3.3% | +46.5% | +43.1% |
| YTD | +60.8% | +12.3% | +48.5% | +40.2% |
| 1Y | +57.1% | +12.5% | +44.6% | +36.5% |
| 3Y | +17.8% | +79.2% | -61.4% | -38.6% |
| 5Y | +62.8% | +75.7% | -12.9% | -13.3% |
| 10Y | +400.3% | +313.7% | +86.6% | +13.9% |
| All | +400.3% | +314.4% | +85.9% | +13.9% |
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