+101.6%
IPAY vs VOO
+314.0%
-212.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.1% |
| 7D | -0.4% | +0.5% | -0.9% | -1.0% |
| 30D | -1.0% | -0.9% | -0.1% | +0.1% |
| 3M | +15.9% | +3.9% | +12.1% | +10.6% |
| 6M | +9.5% | +14.5% | -5.0% | -7.1% |
| YTD | -4.0% | +13.0% | -16.9% | -17.0% |
| 1Y | -15.5% | +19.4% | -34.9% | -31.6% |
| 3Y | +23.3% | +78.9% | -55.5% | -38.1% |
| 5Y | -28.3% | +82.3% | -110.5% | -64.2% |
| 10Y | +101.6% | +314.2% | -212.6% | -56.8% |
| All | +101.6% | +314.0% | -212.4% | -56.8% |
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 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