+49.5%
TIPZ vs VOO
+775.2%
-725.7%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.4% | +4.5% | +0.1% |
| 7D | -1.0% | -4.7% | +3.7% | -1.0% |
| 30D | +1.2% | -5.9% | +7.1% | +1.1% |
| 3M | -1.6% | -4.5% | +2.9% | -1.6% |
| 6M | -2.4% | +1.9% | -4.3% | -2.4% |
| YTD | +0.1% | +8.4% | -8.3% | +0.2% |
| 1Y | -1.0% | +9.5% | -10.4% | -0.8% |
| 3Y | +11.2% | +75.3% | -64.1% | +12.4% |
| 5Y | -2.5% | +67.9% | -70.3% | -1.7% |
| 10Y | +23.2% | +314.4% | -291.3% | +33.5% |
| All | +49.5% | +775.2% | -725.7% | +74.7% |
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 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