-83.0%
IPI vs VOO
+817.1%
-900.0%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.5% |
| 7D | +7.7% | +0.1% | +7.6% | +7.5% |
| 30D | +20.0% | +0.1% | +20.0% | +19.7% |
| 3M | +9.0% | +2.0% | +6.9% | +5.4% |
| 6M | +12.3% | +13.0% | -0.7% | -7.3% |
| YTD | +46.1% | +13.6% | +32.5% | +20.2% |
| 1Y | +38.2% | +20.1% | +18.1% | +5.2% |
| 3Y | +46.3% | +77.6% | -31.3% | -37.5% |
| 5Y | +30.6% | +82.4% | -51.8% | -45.7% |
| 10Y | +189.4% | +316.8% | -127.5% | -60.4% |
| All | -83.0% | +817.1% | -900.0% | -99.3% |
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 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