+183.3%
IPO vs VOO
+461.9%
-278.5%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.8% | +1.9% |
| 7D | +2.2% | +0.1% | +2.1% | +2.1% |
| 30D | -0.1% | +0.1% | -0.2% | -0.1% |
| 3M | -4.0% | +2.0% | -6.0% | -5.8% |
| 6M | +25.1% | +13.0% | +12.1% | +8.6% |
| YTD | +19.4% | +13.6% | +5.8% | +3.2% |
| 1Y | +10.0% | +20.1% | -10.1% | -10.8% |
| 3Y | +66.3% | +77.6% | -11.3% | -13.6% |
| 5Y | -20.2% | +82.4% | -102.6% | -58.1% |
| 10Y | +165.0% | +316.8% | -151.9% | -39.0% |
| All | +183.3% | +461.9% | -278.5% | -52.7% |
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