+181.7%
IPX vs VT
+75.0%
+106.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.2% |
| 7D | +3.5% | +0.4% | +3.1% | +2.8% |
| 30D | -8.5% | +1.0% | -9.5% | -9.7% |
| 3M | -46.0% | +2.4% | -48.4% | -47.2% |
| 6M | -55.9% | +12.0% | -67.9% | -61.7% |
| YTD | -39.9% | +15.3% | -55.2% | -49.4% |
| 1Y | -53.7% | +22.6% | -76.3% | -63.5% |
| All | +181.7% | +75.0% | +106.8% | +56.8% |
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