-98.6%
IPDN vs VT
+214.8%
-313.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.5% | -4.1% | -12.4% | -18.1% |
| 7D | -30.8% | -4.2% | -26.6% | -32.3% |
| 30D | -70.3% | -5.8% | -64.5% | -71.1% |
| 3M | +324.8% | -5.2% | +330.1% | +313.6% |
| 6M | +143.6% | +0.1% | +143.4% | +128.2% |
| YTD | +60.2% | +8.2% | +52.0% | +42.8% |
| 1Y | -28.1% | +10.1% | -38.2% | -36.6% |
| 3Y | -88.3% | +69.7% | -158.0% | -91.9% |
| 5Y | -93.3% | +53.4% | -146.7% | -95.1% |
| All | -98.6% | +214.8% | -313.4% | -98.9% |
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 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