-83.8%
IPWR vs VT
+57.9%
-141.7%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -17.7% | -1.6% | -16.1% | -15.0% |
| 30D | -39.0% | -2.5% | -36.5% | -35.7% |
| 3M | -36.2% | -1.3% | -34.9% | -33.7% |
| 6M | -34.3% | +3.1% | -37.4% | -35.2% |
| YTD | -20.1% | +10.9% | -31.0% | -28.8% |
| 1Y | -52.4% | +12.1% | -64.4% | -57.8% |
| 3Y | -70.3% | +73.9% | -144.2% | -86.5% |
| All | -83.8% | +57.9% | -141.7% | -89.5% |
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