+806.3%
IPAR vs VOO
+817.1%
-10.8%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.7% | +2.8% |
| 7D | -0.9% | +0.1% | -1.0% | -1.1% |
| 30D | -5.4% | +0.1% | -5.5% | -5.5% |
| 3M | +32.3% | +2.0% | +30.3% | +28.9% |
| 6M | +26.1% | +13.0% | +13.1% | +9.4% |
| YTD | +39.9% | +13.6% | +26.3% | +20.4% |
| 1Y | +5.4% | +20.1% | -14.6% | -15.1% |
| 3Y | -10.2% | +77.6% | -87.8% | -54.1% |
| 5Y | +76.3% | +82.4% | -6.1% | -13.3% |
| 10Y | +315.7% | +316.8% | -1.1% | -24.8% |
| All | +806.3% | +817.1% | -10.8% | -49.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling