+61.7%
IPAR vs VOO
+12.4%
+49.4%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.9% | +0.3% |
| 7D | +13.6% | +0.1% | +13.5% | +13.0% |
| 30D | +21.3% | -3.3% | +24.7% | +22.0% |
| 3M | +11.5% | -2.4% | +13.9% | +11.8% |
| 6M | +46.3% | +2.6% | +43.7% | +43.9% |
| YTD | +64.4% | +11.3% | +53.1% | +57.2% |
| All | +61.7% | +12.4% | +49.4% | +54.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling