+146.2%
IPO vs VOO
+450.5%
-304.3%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.3% | +2.4% | +1.8% |
| 7D | +2.1% | +0.1% | +2.0% | +2.2% |
| 30D | -11.4% | -3.3% | -8.0% | -7.1% |
| 3M | -14.7% | -2.4% | -12.3% | -11.5% |
| 6M | -4.1% | +2.6% | -6.7% | -5.9% |
| YTD | +3.7% | +11.3% | -7.6% | -7.5% |
| 1Y | +1.9% | +13.4% | -11.6% | -11.1% |
| 3Y | +54.3% | +80.3% | -26.0% | -20.8% |
| 5Y | -29.9% | +72.7% | -102.6% | -60.7% |
| 10Y | +138.9% | +310.0% | -171.1% | -43.4% |
| All | +146.2% | +450.5% | -304.3% | -57.6% |
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