+72.7%
VOO vs IP
-9.5%
+82.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.9% | -0.5% | +1.7% |
| 7D | +0.1% | -3.0% | +3.1% | +0.7% |
| 30D | -3.3% | +10.6% | -13.9% | -5.5% |
| 3M | -2.4% | -13.6% | +11.2% | +0.5% |
| 6M | +2.6% | +10.4% | -7.8% | -0.7% |
| YTD | +11.3% | -6.5% | +17.8% | +10.9% |
| 1Y | +13.4% | -2.1% | +15.6% | +11.6% |
| 3Y | +80.3% | +22.0% | +58.3% | +56.9% |
| 5Y | +72.7% | -9.7% | +82.4% | +67.4% |
| All | +72.7% | -9.5% | +82.2% | +67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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