-40.5%
IPDN vs VOO
+12.0%
-52.5%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.3% | -4.9% | -8.6% |
| 7D | -31.6% | -0.6% | -31.1% | -49.5% |
| 30D | -69.4% | -3.6% | -65.8% | -86.4% |
| 3M | +269.2% | -2.7% | +272.0% | +113.7% |
| 6M | +108.7% | +2.2% | +106.4% | +18.2% |
| YTD | +26.3% | +10.9% | +15.4% | -33.8% |
| 1Y | -40.5% | +11.3% | -51.8% | -68.9% |
| All | -40.5% | +12.0% | -52.5% | -68.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling