-6.7%
IP price history and return analytics
+11.9%
-18.5%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.4% |
| 7D | -0.9% | +2.9% | -3.8% | -4.1% |
| 30D | +6.7% | -2.5% | +9.2% | +9.8% |
| 3M | -16.6% | -3.3% | -13.2% | -13.1% |
| 6M | +6.0% | +1.5% | +4.5% | +3.6% |
| YTD | -10.7% | +11.4% | -22.0% | -22.7% |
| 1Y | -6.7% | +11.9% | -18.6% | -19.6% |
| All | -6.7% | +11.9% | -18.5% | -19.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling