+30.1%
IP vs VT
+226.2%
-196.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.2% | -4.2% |
| 7D | +5.2% | -1.6% | +6.8% | +7.0% |
| 30D | +9.9% | -2.5% | +12.3% | +12.8% |
| 3M | -14.3% | -1.3% | -13.0% | -13.1% |
| 6M | +13.5% | +3.1% | +10.4% | +10.1% |
| YTD | -7.6% | +10.9% | -18.5% | -17.2% |
| 1Y | -0.2% | +12.1% | -12.3% | -11.5% |
| 3Y | +15.9% | +73.9% | -58.0% | -36.2% |
| 5Y | -11.9% | +58.0% | -69.9% | -46.5% |
| All | +30.1% | +226.2% | -196.1% | -64.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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