-86.0%
IPI vs VOO
+798.5%
-884.5%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.3% | -1.3% | -2.1% |
| 7D | +7.3% | +0.1% | +7.2% | +6.8% |
| 30D | +2.3% | -3.3% | +5.6% | +6.6% |
| 3M | -4.6% | -2.4% | -2.2% | -2.0% |
| 6M | -12.0% | +2.6% | -14.6% | -16.1% |
| YTD | +19.9% | +11.3% | +8.7% | +0.9% |
| 1Y | +31.9% | +13.4% | +18.5% | +8.0% |
| 3Y | +79.4% | +80.3% | -0.9% | -25.5% |
| 5Y | -28.7% | +72.7% | -101.4% | -68.2% |
| 10Y | +216.8% | +310.0% | -93.3% | -56.0% |
| All | -86.0% | +798.5% | -884.5% | -99.4% |
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