-91.0%
IPWR vs VOO
+432.7%
-523.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.6% | +3.6% |
| 7D | +2.8% | +0.1% | +2.7% | +2.6% |
| 30D | +15.0% | +0.1% | +15.0% | +15.0% |
| 3M | -35.0% | +2.0% | -37.0% | -35.6% |
| 6M | +46.1% | +13.0% | +33.0% | +32.0% |
| YTD | +56.0% | +13.6% | +42.4% | +41.0% |
| 1Y | -5.4% | +20.1% | -25.5% | -18.4% |
| 3Y | -52.7% | +77.6% | -130.3% | -71.1% |
| 5Y | -71.9% | +82.4% | -154.3% | -82.8% |
| 10Y | -90.5% | +316.8% | -407.4% | -96.9% |
| All | -91.0% | +432.7% | -523.7% | -97.5% |
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