+77.1%
IPAR vs VT
+66.2%
+10.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | -0.9% | +0.4% | -1.4% | -1.4% |
| 30D | -5.4% | +1.0% | -6.4% | -6.3% |
| 3M | +32.3% | +2.4% | +29.9% | +28.8% |
| 6M | +26.1% | +12.0% | +14.1% | +12.0% |
| YTD | +39.9% | +15.3% | +24.5% | +20.4% |
| 1Y | +5.4% | +22.6% | -17.1% | -15.1% |
| 3Y | -10.2% | +74.7% | -84.9% | -50.2% |
| All | +77.1% | +66.2% | +10.9% | +5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling