-96.1%
IPWR vs VOO
+410.0%
-506.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -2.2% |
| 7D | -21.7% | -2.7% | -19.0% | -19.1% |
| 30D | -46.8% | -5.4% | -41.4% | -43.1% |
| 3M | -51.8% | -4.1% | -47.7% | -49.0% |
| 6M | -56.4% | +0.7% | -57.2% | -55.6% |
| YTD | -33.3% | +8.7% | -42.1% | -36.3% |
| 1Y | -59.2% | +11.0% | -70.2% | -61.5% |
| 3Y | -75.2% | +75.5% | -150.7% | -84.4% |
| 5Y | -86.9% | +68.4% | -155.2% | -91.3% |
| 10Y | -95.7% | +315.7% | -411.3% | -98.6% |
| All | -96.1% | +410.0% | -506.1% | -98.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling