+24.7%
IPAY vs VT
+75.0%
-50.3%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.0% | -1.0% |
| 7D | -0.7% | +0.4% | -1.2% | -1.2% |
| 30D | -0.2% | +1.0% | -1.2% | -1.4% |
| 3M | +15.9% | +2.4% | +13.5% | +12.4% |
| 6M | +11.7% | +12.0% | -0.3% | -3.7% |
| YTD | -1.2% | +15.3% | -16.5% | -18.0% |
| 1Y | -13.0% | +22.6% | -35.6% | -33.4% |
| All | +24.7% | +75.0% | -50.3% | -42.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling