+92.4%
TIPT vs VOO
+81.6%
+10.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.6% |
| 7D | -3.2% | -0.4% | -2.8% | -2.9% |
| 30D | -1.1% | -1.4% | +0.3% | -0.1% |
| 3M | +0.2% | +3.7% | -3.5% | -2.6% |
| 6M | +11.3% | +13.0% | -1.7% | +1.3% |
| YTD | -1.5% | +12.4% | -13.9% | -10.1% |
| 1Y | -21.3% | +18.6% | -39.9% | -31.1% |
| 3Y | +11.9% | +78.1% | -66.2% | -28.7% |
| 5Y | +92.4% | +82.3% | +10.2% | +23.4% |
| All | +92.4% | +81.6% | +10.9% | +23.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling