+62.9%
IPAR price history and return analytics
+53.4%
+9.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | 0.0% |
| 7D | +16.5% | -2.3% | +18.8% | +18.5% |
| 30D | +22.1% | -5.0% | +27.1% | +27.3% |
| 3M | +14.7% | -4.9% | +19.6% | +19.4% |
| 6M | +45.1% | -1.5% | +46.7% | +45.4% |
| YTD | +63.6% | +8.5% | +55.2% | +48.2% |
| 1Y | +59.7% | +11.4% | +48.4% | +40.5% |
| 3Y | +14.9% | +70.1% | -55.2% | -35.5% |
| All | +62.9% | +53.4% | +9.5% | +6.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling