-98.5%
IPDN vs VT
+67.5%
-166.0%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | +0.3% |
| 7D | -27.6% | -1.8% | -25.8% | -26.5% |
| 30D | -34.0% | -0.7% | -33.3% | -33.8% |
| 3M | -55.4% | +3.0% | -58.3% | -57.0% |
| 6M | -60.1% | +7.4% | -67.5% | -63.4% |
| YTD | -64.3% | +10.4% | -74.7% | -68.2% |
| 1Y | -84.5% | +21.2% | -105.7% | -87.8% |
| All | -98.5% | +67.5% | -166.0% | -99.1% |
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 2023-09-04 to 2026-09-04: 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling