+26.5%
IP vs VIG
+257.3%
-230.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.3% |
| 7D | -5.1% | -1.8% | -3.3% | -3.0% |
| 30D | +8.5% | +2.7% | +5.8% | +5.2% |
| 3M | -13.8% | 0.0% | -13.8% | -13.6% |
| 6M | +5.7% | +6.8% | -1.0% | -1.5% |
| YTD | -9.1% | +12.1% | -21.2% | -19.8% |
| 1Y | -0.8% | +14.8% | -15.6% | -14.8% |
| 3Y | +14.8% | +62.4% | -47.6% | -34.2% |
| 5Y | -11.5% | +59.6% | -71.1% | -48.4% |
| All | +26.5% | +257.3% | -230.8% | -72.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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