-24.5%
IPGP vs VOO
+80.9%
-105.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.7% |
| 7D | +1.9% | +0.1% | +1.8% | +1.7% |
| 30D | -15.0% | +0.1% | -15.0% | -15.0% |
| 3M | -36.3% | +2.0% | -38.3% | -37.6% |
| 6M | -39.7% | +13.0% | -52.7% | -49.5% |
| YTD | +8.9% | +13.6% | -4.6% | -9.9% |
| 1Y | -5.3% | +20.1% | -25.3% | -28.0% |
| All | -24.5% | +80.9% | -105.4% | -66.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling