-70.4%
IPWR vs VT
+66.2%
-136.6%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.2% | +3.2% |
| 7D | +2.8% | +0.4% | +2.3% | +1.9% |
| 30D | +15.0% | +1.0% | +14.1% | +13.3% |
| 3M | -35.0% | +2.4% | -37.3% | -36.5% |
| 6M | +46.1% | +12.0% | +34.1% | +24.2% |
| YTD | +56.0% | +15.3% | +40.6% | +27.6% |
| 1Y | -5.4% | +22.6% | -28.0% | -29.1% |
| 3Y | -52.7% | +74.7% | -127.4% | -79.7% |
| All | -70.4% | +66.2% | -136.6% | -82.9% |
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