-94.4%
IPDN vs VOO
+73.4%
-167.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | +2.3% | -17.9% | -14.1% |
| 7D | -30.5% | +0.1% | -30.6% | -30.5% |
| 30D | -67.7% | -3.3% | -64.4% | -68.5% |
| 3M | +261.9% | -2.4% | +264.3% | +260.5% |
| 6M | +120.3% | +2.6% | +117.7% | +111.5% |
| YTD | +33.3% | +11.3% | +22.1% | +20.4% |
| 1Y | -38.5% | +13.4% | -51.9% | -45.3% |
| 3Y | -88.6% | +80.3% | -168.9% | -92.5% |
| All | -94.4% | +73.4% | -167.7% | -96.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling