-99.8%
IPST vs VOO
+26.9%
-126.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.3% | -5.2% | -5.2% |
| 7D | -17.6% | -2.7% | -14.9% | -15.2% |
| 30D | -26.4% | -5.4% | -21.0% | -21.3% |
| 3M | -0.7% | -4.1% | +3.4% | +2.7% |
| 6M | -61.3% | +0.7% | -62.0% | -63.2% |
| YTD | -93.1% | +8.7% | -101.8% | -94.2% |
| 1Y | -98.7% | +11.0% | -109.7% | -99.0% |
| All | -99.8% | +26.9% | -126.7% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling