-90.8%
IPSC vs VOO
+98.2%
-188.9%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.3% | +1.5% |
| 7D | +4.2% | +0.1% | +4.1% | +4.0% |
| 30D | +7.7% | +0.1% | +7.6% | +7.6% |
| 3M | -4.1% | +2.0% | -6.1% | -6.8% |
| 6M | -13.2% | +13.0% | -26.2% | -26.2% |
| YTD | +112.1% | +13.6% | +98.5% | +80.4% |
| 1Y | +340.5% | +20.1% | +320.4% | +251.9% |
| 3Y | -14.6% | +77.6% | -92.1% | -56.1% |
| 5Y | -92.2% | +82.4% | -174.7% | -96.2% |
| All | -90.8% | +98.2% | -188.9% | -96.2% |
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