-54.3%
IPGP vs VOO
+82.3%
-136.7%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.6% | +2.8% |
| 7D | +5.8% | +0.5% | +5.3% | +4.9% |
| 30D | -11.8% | -0.9% | -10.9% | -10.6% |
| 3M | -28.5% | +3.9% | -32.4% | -31.6% |
| 6M | -34.1% | +14.5% | -48.6% | -44.4% |
| YTD | +11.1% | +13.0% | -1.8% | -4.6% |
| 1Y | -4.0% | +19.4% | -23.4% | -23.2% |
| 3Y | -21.7% | +78.9% | -100.5% | -61.2% |
| 5Y | -54.3% | +82.3% | -136.6% | -77.8% |
| All | -54.3% | +82.3% | -136.7% | -77.8% |
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