-98.6%
IPDN vs VT
+23.3%
-122.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | 0.0% | -8.3% | -8.3% |
| 7D | -8.3% | +0.4% | -8.8% | -8.5% |
| 30D | -74.4% | +1.0% | -75.4% | -74.6% |
| 3M | -82.8% | +2.4% | -85.2% | -82.9% |
| 6M | -91.1% | +12.0% | -103.1% | -91.8% |
| YTD | -90.4% | +15.3% | -105.7% | -91.5% |
| 1Y | -98.6% | +22.6% | -121.2% | -98.3% |
| All | -98.6% | +23.3% | -122.0% | -98.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling