-21.5%
IPAY vs VT
+53.2%
-74.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.1% | +1.7% | +2.9% |
| 7D | +3.0% | -4.2% | +7.1% | +8.7% |
| 30D | +5.6% | -5.8% | +11.4% | +13.9% |
| 3M | -2.3% | -5.2% | +3.0% | +4.6% |
| 6M | +7.3% | +0.1% | +7.2% | +6.1% |
| YTD | -3.2% | +8.2% | -11.5% | -14.1% |
| 1Y | -5.7% | +10.1% | -15.9% | -18.2% |
| 3Y | +33.7% | +69.7% | -36.0% | -36.4% |
| 5Y | -21.5% | +53.4% | -74.8% | -55.7% |
| All | -21.5% | +53.2% | -74.7% | -55.7% |
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