+960.4%
IPAR vs VOO
+777.9%
+182.5%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | -0.1% |
| 7D | +16.5% | -2.7% | +19.2% | +19.3% |
| 30D | +22.1% | -5.4% | +27.5% | +28.7% |
| 3M | +14.7% | -4.1% | +18.8% | +19.0% |
| 6M | +45.1% | +0.7% | +44.4% | +42.1% |
| YTD | +63.6% | +8.7% | +54.9% | +46.6% |
| 1Y | +59.7% | +11.0% | +48.8% | +39.5% |
| 3Y | +14.9% | +75.5% | -60.5% | -41.1% |
| 5Y | +61.4% | +68.4% | -6.9% | -13.6% |
| 10Y | +427.9% | +315.7% | +112.2% | -5.6% |
| All | +960.4% | +777.9% | +182.5% | -38.0% |
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 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