+185.3%
IPI vs VT
+224.5%
-39.2%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -0.9% |
| 7D | +7.7% | +0.4% | +7.3% | +6.9% |
| 30D | +20.0% | +1.0% | +19.1% | +18.1% |
| 3M | +9.0% | +2.4% | +6.6% | +4.4% |
| 6M | +12.3% | +12.0% | +0.3% | -8.7% |
| YTD | +46.1% | +15.3% | +30.7% | +13.9% |
| 1Y | +38.2% | +22.6% | +15.6% | -2.1% |
| 3Y | +46.3% | +74.7% | -28.4% | -41.9% |
| 5Y | +30.6% | +66.1% | -35.5% | -42.6% |
| All | +185.3% | +224.5% | -39.2% | -66.8% |
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