+430.5%
IPAR price history and return analytics
+217.6%
+212.8%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | +0.1% |
| 7D | +15.8% | -0.1% | +15.9% | +15.3% |
| 30D | +20.8% | -3.1% | +23.9% | +24.1% |
| 3M | +14.3% | -3.5% | +17.8% | +17.8% |
| 6M | +45.7% | +0.5% | +45.2% | +42.9% |
| YTD | +63.7% | +10.8% | +52.9% | +43.2% |
| 1Y | +61.0% | +11.9% | +49.1% | +39.1% |
| 3Y | +19.9% | +73.0% | -53.1% | -37.4% |
| 5Y | +65.7% | +58.6% | +7.1% | -3.8% |
| 10Y | +430.5% | +219.2% | +211.3% | +57.7% |
| All | +430.5% | +217.6% | +212.8% | +57.7% |
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