+249.9%
IPKW vs VOO
+407.2%
-157.3%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.8% |
| 7D | +1.7% | +2.6% | -0.9% | -0.3% |
| 30D | +1.9% | -2.0% | +3.9% | +3.4% |
| 3M | -1.1% | -2.8% | +1.7% | +0.9% |
| 6M | +3.9% | +2.2% | +1.7% | +1.9% |
| YTD | +11.4% | +11.5% | -0.2% | +2.1% |
| 1Y | +16.1% | +13.5% | +2.6% | +5.0% |
| 3Y | +96.1% | +78.1% | +18.0% | +23.7% |
| 5Y | +71.9% | +73.1% | -1.2% | +9.9% |
| 10Y | +210.4% | +310.7% | -100.4% | -2.0% |
| All | +249.9% | +407.2% | -157.3% | -5.8% |
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