+195.9%
IPI vs VT
+214.8%
-18.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.1% | +4.4% | +6.4% |
| 7D | +1.1% | -4.2% | +5.2% | +7.2% |
| 30D | -6.4% | -5.8% | -0.6% | +1.8% |
| 3M | -7.1% | -5.2% | -1.8% | 0.0% |
| 6M | -21.8% | +0.1% | -21.9% | -23.5% |
| YTD | +13.1% | +8.2% | +4.9% | -3.6% |
| 1Y | +19.8% | +10.1% | +9.7% | -0.5% |
| 3Y | +49.4% | +69.7% | -20.3% | -38.8% |
| 5Y | -30.0% | +53.4% | -83.4% | -65.5% |
| All | +195.9% | +214.8% | -18.9% | -80.0% |
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