+9.0%
TIPX vs VT
+66.2%
-57.2%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | 0.0% | -0.1% |
| 7D | +0.1% | +0.4% | -0.4% | 0.0% |
| 30D | -0.1% | +1.0% | -1.1% | -0.2% |
| 3M | -0.4% | +2.4% | -2.8% | -0.5% |
| 6M | +0.2% | +12.0% | -11.8% | -0.4% |
| YTD | +1.2% | +15.3% | -14.1% | +0.4% |
| 1Y | +1.3% | +22.6% | -21.3% | +0.1% |
| 3Y | +15.1% | +74.7% | -59.6% | +10.8% |
| All | +9.0% | +66.2% | -57.2% | +3.7% |
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