-31.6%
IPGP vs VOO
+3.7%
-35.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.6% | -1.5% |
| 7D | +1.0% | -0.9% | +1.9% | +4.0% |
| 30D | -6.9% | -2.3% | -4.5% | +0.1% |
| 3M | -17.5% | -1.2% | -16.3% | -14.2% |
| 6M | -31.6% | +3.3% | -34.9% | -37.2% |
| All | -31.6% | +3.7% | -35.3% | -37.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling