+33.8%
TIPX vs VOO
+486.1%
-452.2%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | +0.1% | +0.1% | -0.1% | +0.1% |
| 30D | -0.1% | +0.1% | -0.2% | -0.1% |
| 3M | -0.4% | +2.0% | -2.4% | -0.4% |
| 6M | +0.2% | +13.0% | -12.8% | -0.1% |
| YTD | +1.2% | +13.6% | -12.4% | +0.9% |
| 1Y | +1.3% | +20.1% | -18.7% | +0.9% |
| 3Y | +15.1% | +77.6% | -62.5% | +13.6% |
| 5Y | +9.0% | +82.4% | -73.5% | +7.2% |
| 10Y | +32.8% | +316.8% | -284.0% | +31.4% |
| All | +33.8% | +486.1% | -452.2% | +32.0% |
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