+248.1%
IPKW vs VOO
+409.1%
-161.0%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | +0.1% | +3.3% | -3.2% | -2.4% |
| 30D | +1.3% | -2.7% | +4.0% | +3.4% |
| 3M | -1.9% | -1.7% | -0.1% | -0.7% |
| 6M | +4.0% | +3.1% | +0.9% | +1.3% |
| YTD | +10.8% | +11.9% | -1.2% | +1.3% |
| 1Y | +14.7% | +12.1% | +2.6% | +4.7% |
| 3Y | +95.5% | +78.6% | +16.9% | +23.1% |
| 5Y | +71.0% | +73.8% | -2.8% | +9.0% |
| 10Y | +208.8% | +312.3% | -103.5% | -2.8% |
| All | +248.1% | +409.1% | -161.0% | -6.6% |
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