-65.6%
IPHA vs VOO
+184.5%
-250.1%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.1% |
| 7D | -6.3% | +0.1% | -6.4% | -6.4% |
| 30D | +17.5% | +0.1% | +17.5% | +17.6% |
| 3M | +16.2% | +2.0% | +14.2% | +14.4% |
| 6M | +28.4% | +13.0% | +15.4% | +17.9% |
| YTD | +18.9% | +13.6% | +5.3% | +8.6% |
| 1Y | -0.8% | +20.1% | -20.8% | -12.7% |
| 3Y | -28.7% | +77.6% | -106.3% | -54.2% |
| 5Y | -66.2% | +82.4% | -148.6% | -79.1% |
| All | -65.6% | +184.5% | -250.1% | -84.6% |
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