+459.1%
TIPT vs VOO
+765.4%
-306.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | -0.2% |
| 7D | +0.2% | +0.1% | +0.1% | +0.1% |
| 30D | +3.5% | +0.1% | +3.5% | +3.5% |
| 3M | +6.2% | +2.0% | +4.2% | +4.1% |
| 6M | +10.9% | +13.0% | -2.1% | -0.2% |
| YTD | +2.3% | +13.6% | -11.3% | -8.4% |
| 1Y | -19.7% | +20.1% | -39.8% | -31.3% |
| 3Y | +9.9% | +77.6% | -67.7% | -32.2% |
| 5Y | +97.4% | +82.4% | +15.0% | +18.0% |
| 10Y | +296.9% | +316.8% | -19.9% | +36.1% |
| All | +459.1% | +765.4% | -306.2% | +75.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling