-90.2%
IPWR vs VOO
+314.0%
-404.2%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.6% | +3.5% | +3.5% |
| 7D | +4.6% | +0.5% | +4.1% | +4.0% |
| 30D | +9.7% | -0.9% | +10.7% | +10.8% |
| 3M | -17.1% | +3.9% | -20.9% | -19.8% |
| 6M | +48.1% | +14.5% | +33.5% | +32.0% |
| YTD | +60.5% | +13.0% | +47.6% | +45.8% |
| 1Y | -4.6% | +19.4% | -24.0% | -17.3% |
| 3Y | -52.3% | +78.9% | -131.1% | -70.8% |
| 5Y | -69.8% | +82.3% | -152.1% | -81.5% |
| 10Y | -90.2% | +314.2% | -404.4% | -95.7% |
| All | -90.2% | +314.0% | -404.2% | -95.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling