+68.2%
VOO vs IP
-12.0%
+80.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.1% |
| 7D | -2.7% | -5.1% | +2.4% | -1.6% |
| 30D | -5.4% | +8.5% | -13.9% | -7.1% |
| 3M | -4.1% | -13.8% | +9.8% | -1.2% |
| 6M | +0.7% | +5.7% | -5.0% | -1.6% |
| YTD | +8.7% | -9.1% | +17.8% | +9.0% |
| 1Y | +11.0% | -0.8% | +11.8% | +8.6% |
| 3Y | +75.5% | +14.8% | +60.7% | +55.6% |
| All | +68.2% | -12.0% | +80.2% | +64.1% |
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