-99.7%
IPDN vs VOO
+301.3%
-401.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-07 to 2026-09-07.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | 0.0% |
| 7D | -27.6% | -1.5% | -26.1% | -27.1% |
| 30D | -34.0% | +0.6% | -34.6% | -34.3% |
| 3M | -55.4% | +5.0% | -60.3% | -56.6% |
| 6M | -60.1% | +8.1% | -68.2% | -61.8% |
| YTD | -64.3% | +9.6% | -73.9% | -66.1% |
| 1Y | -84.5% | +19.8% | -104.3% | -86.0% |
| 3Y | -98.7% | +71.5% | -170.3% | -99.0% |
| 5Y | -98.6% | +84.9% | -183.5% | -99.0% |
| All | -99.7% | +301.3% | -401.0% | -99.8% |
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 2016-09-07 to 2026-09-07: 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…
2016-09-07 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling