-57.1%
IPX vs VOO
+11.8%
-68.9%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.3% | -7.6% | -6.8% |
| 7D | +3.0% | +3.3% | -0.2% | -7.1% |
| 30D | -0.2% | -2.7% | +2.5% | +10.7% |
| 3M | -40.7% | -1.7% | -38.9% | -35.8% |
| 6M | -63.8% | +3.1% | -66.9% | -66.0% |
| YTD | -59.5% | +11.9% | -71.5% | -70.4% |
| 1Y | -57.1% | +12.1% | -69.2% | -68.6% |
| All | -57.1% | +11.8% | -68.9% | -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