+26.5%
IP price history and return analytics
+215.5%
-189.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.6% |
| 7D | -5.1% | -2.3% | -2.7% | -2.7% |
| 30D | +8.5% | -5.0% | +13.5% | +14.5% |
| 3M | -13.8% | -4.9% | -9.0% | -9.1% |
| 6M | +5.7% | -1.5% | +7.3% | +7.7% |
| YTD | -9.1% | +8.5% | -17.6% | -16.6% |
| 1Y | -0.8% | +11.4% | -12.2% | -11.5% |
| 3Y | +14.8% | +70.1% | -55.3% | -35.3% |
| 5Y | -11.5% | +53.7% | -65.3% | -44.6% |
| All | +26.5% | +215.5% | -189.0% | -64.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling