+108.8%
IPAY price history and return analytics
+224.4%
-115.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.8% | -1.1% |
| 7D | -1.5% | -0.7% | -0.8% | -0.8% |
| 30D | +4.0% | -1.7% | +5.8% | +6.1% |
| 3M | +0.6% | -2.3% | +2.9% | +3.3% |
| 6M | +9.4% | +1.5% | +7.9% | +6.5% |
| YTD | -2.3% | +12.0% | -14.4% | -16.4% |
| 1Y | -4.9% | +12.9% | -17.8% | -19.3% |
| 3Y | +33.0% | +74.9% | -42.0% | -35.6% |
| 5Y | -19.1% | +59.9% | -79.0% | -55.1% |
| 10Y | +108.8% | +224.6% | -115.8% | -48.8% |
| All | +108.8% | +224.4% | -115.5% | -48.8% |
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