-96.1%
IPDN vs VOO
+72.6%
-168.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.4% | -4.6% | -5.2% |
| 7D | -43.0% | +2.6% | -45.5% | -41.9% |
| 30D | -72.9% | -2.0% | -70.9% | -73.3% |
| 3M | +327.8% | -2.8% | +330.5% | +329.4% |
| 6M | +77.0% | +2.2% | +74.8% | +71.1% |
| YTD | -9.9% | +11.5% | -21.5% | -18.5% |
| 1Y | -50.9% | +13.5% | -64.4% | -56.1% |
| 3Y | -92.8% | +78.1% | -170.9% | -95.3% |
| All | -96.1% | +72.6% | -168.7% | -97.3% |
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