-99.1%
IPDN vs VOO
+311.2%
-410.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -0.3% | -15.3% | -15.7% |
| 7D | -40.9% | +3.3% | -44.1% | -40.7% |
| 30D | -74.0% | -2.7% | -71.3% | -74.0% |
| 3M | +285.7% | -1.7% | +287.5% | +287.3% |
| 6M | +77.0% | +3.1% | +73.9% | +73.1% |
| YTD | -5.3% | +11.9% | -17.2% | -11.4% |
| 1Y | -47.6% | +12.1% | -59.6% | -51.0% |
| 3Y | -91.4% | +78.6% | -169.9% | -93.5% |
| 5Y | -95.9% | +73.8% | -169.7% | -96.9% |
| All | -99.1% | +311.2% | -410.3% | -99.0% |
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 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