+15.6%
IPAR vs VOO
+78.5%
-62.8%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.2% |
| 7D | -1.6% | +2.6% | -4.2% | -3.4% |
| 30D | +16.5% | -2.0% | +18.5% | +17.6% |
| 3M | +16.3% | -2.8% | +19.1% | +18.1% |
| 6M | +52.5% | +2.2% | +50.4% | +48.5% |
| YTD | +61.0% | +11.5% | +49.5% | +45.5% |
| 1Y | +57.6% | +13.5% | +44.1% | +40.1% |
| 3Y | +15.6% | +78.1% | -62.5% | -38.2% |
| All | +15.6% | +78.5% | -62.8% | -38.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling