-21.5%
IPEX vs VT
+40.1%
-61.6%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -29.0% | 0.0% | -29.0% | -29.0% |
| 7D | -26.9% | +0.4% | -27.3% | -26.9% |
| 30D | -26.3% | +1.0% | -27.3% | -26.3% |
| 3M | -26.2% | +2.4% | -28.6% | -26.2% |
| 6M | -25.1% | +12.0% | -37.1% | -25.1% |
| YTD | -24.6% | +15.3% | -39.9% | -24.6% |
| 1Y | -23.9% | +22.6% | -46.5% | -23.8% |
| All | -21.5% | +40.1% | -61.6% | -21.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling