-53.8%
IPX vs VOO
+19.5%
-73.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.6% | +3.4% | +4.7% |
| 7D | +7.9% | +0.5% | +7.4% | +5.9% |
| 30D | -10.8% | -0.9% | -9.9% | -7.8% |
| 3M | -38.4% | +3.9% | -42.3% | -44.7% |
| 6M | -52.2% | +14.5% | -66.8% | -66.4% |
| YTD | -38.2% | +13.0% | -51.1% | -55.1% |
| 1Y | -53.8% | +19.4% | -73.3% | -68.6% |
| All | -53.8% | +19.5% | -73.3% | -68.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling