+14.7%
IPAR price history and return analytics
+69.4%
-54.7%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -4.1% | +13.6% | +12.7% |
| 7D | +17.1% | -4.2% | +21.3% | +20.6% |
| 30D | +19.9% | -5.8% | +25.7% | +25.2% |
| 3M | +10.4% | -5.2% | +15.7% | +14.7% |
| 6M | +49.8% | +0.1% | +49.6% | +47.3% |
| YTD | +63.3% | +8.2% | +55.1% | +48.6% |
| 1Y | +53.3% | +10.1% | +43.2% | +36.8% |
| All | +14.7% | +69.4% | -54.7% | -41.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling