-33.2%
IPO vs VOO
+67.9%
-101.1%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.3% | +3.4% | +3.2% |
| 7D | -4.6% | -2.7% | -1.9% | +0.1% |
| 30D | -16.5% | -5.4% | -11.2% | -8.0% |
| 3M | -16.6% | -4.1% | -12.5% | -10.0% |
| 6M | -13.6% | +0.7% | -14.4% | -13.5% |
| YTD | -1.0% | +8.7% | -9.7% | -12.2% |
| 1Y | -1.8% | +11.0% | -12.8% | -15.7% |
| 3Y | +45.9% | +75.5% | -29.6% | -41.3% |
| All | -33.2% | +67.9% | -101.1% | -69.6% |
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 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