-98.8%
IPST vs VOO
+14.7%
-113.5%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +1.6% | -11.0% | -9.9% |
| 7D | -10.5% | -0.7% | -9.7% | -10.3% |
| 30D | -26.4% | -1.1% | -25.4% | -26.3% |
| 3M | +7.9% | -0.3% | +8.3% | +6.9% |
| 6M | -65.5% | +7.4% | -72.9% | -70.5% |
| YTD | -92.6% | +13.4% | -106.0% | -94.5% |
| 1Y | -98.8% | +14.8% | -113.6% | -99.1% |
| All | -98.8% | +14.7% | -113.5% | -99.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling