+32.0%
TIPX vs VOO
+472.2%
-440.3%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.4% |
| 7D | -0.6% | -0.6% | 0.0% | -0.6% |
| 30D | +0.3% | -3.6% | +3.9% | +0.3% |
| 3M | -1.5% | -2.7% | +1.3% | -1.4% |
| 6M | -2.1% | +2.2% | -4.3% | -2.2% |
| YTD | -0.2% | +10.9% | -11.1% | -0.4% |
| 1Y | -0.1% | +11.3% | -11.4% | -0.3% |
| 3Y | +13.7% | +76.9% | -63.2% | +12.2% |
| 5Y | +6.2% | +73.5% | -67.3% | +4.5% |
| 10Y | +30.7% | +307.7% | -277.0% | +29.3% |
| All | +32.0% | +472.2% | -440.3% | +30.2% |
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 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