+24.8%
TIP vs VOO
+306.9%
-282.1%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.7% |
| 7D | -0.8% | -0.6% | -0.2% | -0.8% |
| 30D | +0.8% | -3.6% | +4.5% | +0.9% |
| 3M | -1.5% | -2.7% | +1.3% | -1.4% |
| 6M | -2.7% | +2.2% | -5.0% | -2.8% |
| YTD | -0.9% | +10.9% | -11.8% | -1.1% |
| 1Y | -1.2% | +11.3% | -12.6% | -1.5% |
| 3Y | +11.8% | +76.9% | -65.1% | +10.7% |
| 5Y | -2.3% | +73.5% | -75.8% | -3.7% |
| 10Y | +24.8% | +307.7% | -282.9% | +28.2% |
| All | +24.8% | +306.9% | -282.1% | +28.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling