+105.0%
IPAY price history and return analytics
+206.4%
-101.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.1% | +1.7% | +2.6% |
| 7D | +3.0% | -4.2% | +7.1% | +8.3% |
| 30D | +5.6% | -5.8% | +11.4% | +13.4% |
| 3M | -2.3% | -5.2% | +3.0% | +4.2% |
| 6M | +7.3% | +0.1% | +7.2% | +6.3% |
| YTD | -3.2% | +8.2% | -11.5% | -13.0% |
| 1Y | -5.7% | +10.1% | -15.9% | -17.0% |
| 3Y | +33.7% | +69.7% | -36.0% | -30.5% |
| 5Y | -21.5% | +53.4% | -74.8% | -52.9% |
| 10Y | +112.5% | +219.2% | -106.7% | -39.7% |
| All | +105.0% | +206.4% | -101.4% | -39.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling