-75.2%
IPWR vs VOO
+75.5%
-150.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -2.5% |
| 7D | -21.7% | -2.7% | -19.0% | -17.3% |
| 30D | -46.8% | -5.4% | -41.4% | -40.4% |
| 3M | -51.8% | -4.1% | -47.7% | -47.1% |
| 6M | -56.4% | +0.7% | -57.2% | -55.1% |
| YTD | -33.3% | +8.7% | -42.1% | -38.0% |
| 1Y | -59.2% | +11.0% | -70.2% | -62.8% |
| 3Y | -75.2% | +75.5% | -150.7% | -82.0% |
| All | -75.2% | +75.5% | -150.7% | -82.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling