+71.4%
IPKW vs VT
+57.4%
+14.0%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -0.9% | -0.5% |
| 7D | +1.1% | +0.4% | +0.7% | +0.7% |
| 30D | +3.0% | -2.6% | +5.6% | +5.3% |
| 3M | -1.7% | -3.2% | +1.5% | +1.0% |
| 6M | +3.7% | +0.9% | +2.7% | +2.5% |
| YTD | +11.4% | +11.3% | +0.1% | +1.1% |
| 1Y | +18.4% | +14.0% | +4.4% | +5.3% |
| 3Y | +98.0% | +75.8% | +22.2% | +20.4% |
| 5Y | +71.4% | +57.8% | +13.6% | +13.6% |
| All | +71.4% | +57.4% | +14.0% | +13.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling