-97.7%
IPST vs VOO
+20.9%
-118.6%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -0.4% | -9.4% | -9.6% |
| 7D | -10.2% | +0.1% | -10.3% | -10.3% |
| 30D | +66.3% | +0.1% | +66.2% | +63.0% |
| 3M | -0.9% | +2.0% | -2.9% | -7.2% |
| 6M | -72.5% | +13.0% | -85.6% | -80.9% |
| YTD | -88.1% | +13.6% | -101.6% | -91.8% |
| 1Y | -97.7% | +20.1% | -117.8% | -99.2% |
| All | -97.7% | +20.9% | -118.6% | -99.2% |
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 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