+400.3%
IPAR price history and return analytics
+224.4%
+175.9%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.9% | -3.0% |
| 7D | +7.8% | -0.7% | +8.5% | +7.9% |
| 30D | +18.6% | -1.7% | +20.3% | +20.0% |
| 3M | +11.8% | -2.3% | +14.1% | +13.6% |
| 6M | +49.8% | +1.5% | +48.3% | +45.3% |
| YTD | +60.8% | +12.0% | +48.8% | +38.9% |
| 1Y | +57.1% | +12.9% | +44.2% | +34.4% |
| 3Y | +17.8% | +74.9% | -57.1% | -39.3% |
| 5Y | +62.8% | +59.9% | +2.9% | -6.4% |
| 10Y | +400.3% | +224.6% | +175.7% | +39.8% |
| All | +400.3% | +224.4% | +175.9% | +39.8% |
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 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