-75.0%
IPHA vs VOO
+178.7%
-253.8%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.3% | +2.5% | +3.1% |
| 7D | +7.9% | +0.1% | +7.8% | +7.8% |
| 30D | -6.8% | -3.3% | -3.5% | -4.2% |
| 3M | -12.7% | -2.4% | -10.3% | -10.9% |
| 6M | +7.1% | +2.6% | +4.5% | +5.4% |
| YTD | -13.7% | +11.3% | -25.0% | -19.8% |
| 1Y | -14.9% | +13.4% | -28.4% | -21.9% |
| 3Y | -38.6% | +80.3% | -118.9% | -61.0% |
| 5Y | -72.1% | +72.7% | -144.8% | -82.0% |
| All | -75.0% | +178.7% | -253.8% | -88.6% |
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