+43.5%
IPI vs VOO
+82.3%
-38.8%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.1% | +3.1% |
| 7D | +2.1% | +0.5% | +1.5% | +1.4% |
| 30D | +19.2% | -0.9% | +20.1% | +20.3% |
| 3M | +19.8% | +3.9% | +15.9% | +14.3% |
| 6M | -2.3% | +14.5% | -16.9% | -17.4% |
| YTD | +49.8% | +13.0% | +36.9% | +29.0% |
| 1Y | +41.8% | +19.4% | +22.4% | +14.4% |
| 3Y | +63.7% | +78.9% | -15.1% | -21.9% |
| 5Y | +43.5% | +82.3% | -38.7% | -30.3% |
| All | +43.5% | +82.3% | -38.8% | -30.3% |
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