-74.8%
IPWR vs VT
+69.4%
-144.1%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.4% | -4.1% | -7.3% | -3.3% |
| 7D | -28.8% | -4.2% | -24.6% | -22.1% |
| 30D | -46.8% | -5.8% | -41.0% | -39.5% |
| 3M | -49.9% | -5.2% | -44.6% | -43.3% |
| 6M | -56.8% | +0.1% | -56.9% | -54.7% |
| YTD | -32.0% | +8.2% | -40.3% | -36.3% |
| 1Y | -57.4% | +10.1% | -67.5% | -60.8% |
| All | -74.8% | +69.4% | -144.1% | -82.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling