+211.2%
IPGP vs VOO
+795.4%
-584.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.3% | -1.2% |
| 7D | -6.6% | -0.6% | -6.0% | -5.5% |
| 30D | -11.2% | -3.6% | -7.6% | -6.1% |
| 3M | -18.1% | -2.7% | -15.4% | -14.5% |
| 6M | -33.5% | +2.2% | -35.7% | -34.1% |
| YTD | -2.9% | +10.9% | -13.8% | -13.3% |
| 1Y | -19.7% | +11.3% | -31.1% | -28.4% |
| 3Y | -23.5% | +76.9% | -100.4% | -61.0% |
| 5Y | -58.3% | +73.5% | -131.8% | -78.1% |
| 10Y | -26.7% | +307.7% | -334.4% | -87.5% |
| All | +211.2% | +795.4% | -584.2% | -85.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling