+283.2%
TIPT vs VOO
+321.7%
-38.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.8% |
| 7D | -4.0% | -2.0% | -2.0% | -2.2% |
| 30D | -0.7% | -1.7% | +1.0% | +0.9% |
| 3M | -0.4% | +4.7% | -5.1% | -5.0% |
| 6M | +9.3% | +12.6% | -3.2% | -3.0% |
| YTD | -1.3% | +11.8% | -13.0% | -12.0% |
| 1Y | -23.0% | +17.5% | -40.6% | -34.7% |
| 3Y | +12.1% | +77.0% | -64.9% | -37.2% |
| 5Y | +91.9% | +82.6% | +9.3% | +2.6% |
| All | +283.2% | +321.7% | -38.5% | -18.7% |
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