-3.0%
IPGP vs VOO
+315.3%
-318.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.5% |
| 7D | +5.0% | -0.4% | +5.3% | +5.4% |
| 30D | -5.4% | -1.4% | -4.0% | -3.7% |
| 3M | -24.5% | +3.7% | -28.2% | -27.3% |
| 6M | -34.1% | +13.0% | -47.2% | -42.6% |
| YTD | +12.1% | +12.4% | -0.3% | -1.8% |
| 1Y | -2.0% | +18.6% | -20.6% | -19.4% |
| 3Y | -20.9% | +78.1% | -99.0% | -59.1% |
| 5Y | -53.9% | +82.3% | -136.2% | -76.6% |
| 10Y | -3.0% | +322.5% | -325.5% | -81.9% |
| All | -3.0% | +315.3% | -318.3% | -81.9% |
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 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