+416.2%
IPAR vs VOO
+317.9%
+98.3%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.9% | -1.9% |
| 7D | +13.6% | +0.1% | +13.5% | +12.8% |
| 30D | +21.3% | -3.3% | +24.7% | +24.7% |
| 3M | +11.5% | -2.4% | +13.9% | +13.4% |
| 6M | +46.3% | +2.6% | +43.7% | +40.8% |
| YTD | +64.4% | +11.3% | +53.1% | +44.8% |
| 1Y | +61.1% | +13.4% | +47.7% | +38.7% |
| 3Y | +20.9% | +80.3% | -59.3% | -37.4% |
| 5Y | +63.6% | +72.7% | -9.1% | -11.2% |
| 10Y | +416.2% | +310.0% | +106.2% | +24.0% |
| All | +416.2% | +317.9% | +98.3% | +24.0% |
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