+26.8%
IP vs VEU
+147.4%
-120.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.8% | +0.1% | +0.1% |
| 7D | -3.0% | +0.8% | -3.8% | -3.7% |
| 30D | +10.6% | -1.6% | +12.2% | +12.4% |
| 3M | -13.6% | -4.2% | -9.4% | -9.7% |
| 6M | +10.4% | -1.5% | +11.9% | +12.1% |
| YTD | -6.5% | +11.7% | -18.2% | -16.8% |
| 1Y | -2.1% | +15.6% | -17.7% | -15.8% |
| 3Y | +22.0% | +71.7% | -49.7% | -30.7% |
| 5Y | -9.7% | +49.5% | -59.2% | -41.0% |
| 10Y | +26.8% | +145.6% | -118.8% | -48.6% |
| All | +26.8% | +147.4% | -120.6% | -48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling