-93.6%
IPI vs VT
+374.2%
-467.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +7.7% | +0.4% | +7.3% | +7.0% |
| 30D | +20.0% | +1.0% | +19.1% | +18.2% |
| 3M | +9.0% | +2.4% | +6.6% | +4.7% |
| 6M | +12.3% | +12.0% | +0.3% | -7.1% |
| YTD | +46.1% | +15.3% | +30.7% | +16.3% |
| 1Y | +38.2% | +22.6% | +15.6% | +1.0% |
| 3Y | +46.3% | +74.7% | -28.4% | -35.5% |
| 5Y | +30.6% | +66.1% | -35.5% | -36.8% |
| 10Y | +189.4% | +225.0% | -35.6% | -37.6% |
| All | -93.6% | +374.2% | -467.8% | -99.1% |
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