-21.1%
IPAY price history and return analytics
+57.0%
-78.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.1% | +2.2% |
| 7D | 0.0% | +2.4% | -2.4% | -3.1% |
| 30D | +4.7% | -1.5% | +6.2% | +6.5% |
| 3M | -3.7% | -4.1% | +0.4% | +1.5% |
| 6M | +12.8% | +0.6% | +12.2% | +11.1% |
| YTD | -3.2% | +11.0% | -14.2% | -16.9% |
| 1Y | -3.2% | +13.3% | -16.6% | -19.2% |
| 3Y | +31.0% | +73.4% | -42.4% | -39.5% |
| All | -21.1% | +57.0% | -78.1% | -57.0% |
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