-99.2%
IPST vs VOO
+13.0%
-112.2%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.3% | -4.5% | -3.4% |
| 7D | -9.1% | -0.9% | -8.2% | -9.0% |
| 30D | -26.3% | -2.3% | -24.0% | -26.3% |
| 3M | +4.5% | -1.2% | +5.6% | +3.5% |
| 6M | -59.3% | +3.3% | -62.6% | -62.6% |
| YTD | -93.3% | +12.3% | -105.6% | -95.0% |
| 1Y | -99.2% | +12.5% | -111.7% | -99.4% |
| All | -99.2% | +13.0% | -112.2% | -99.4% |
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