-29.3%
IPGP vs VOO
+75.5%
-104.8%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.3% | +5.0% | +4.8% |
| 7D | -10.0% | -2.7% | -7.3% | -5.3% |
| 30D | -19.3% | -5.4% | -13.9% | -10.6% |
| 3M | -24.7% | -4.1% | -20.6% | -18.5% |
| 6M | -35.9% | +0.7% | -36.7% | -35.2% |
| YTD | -8.8% | +8.7% | -17.5% | -18.6% |
| 1Y | -27.2% | +11.0% | -38.2% | -37.0% |
| 3Y | -29.3% | +75.5% | -104.8% | -70.4% |
| All | -29.3% | +75.5% | -104.8% | -70.4% |
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