+109.2%
IPAY price history and return analytics
+226.5%
-117.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.0% | -1.0% |
| 7D | -0.7% | +0.4% | -1.2% | -1.3% |
| 30D | -0.2% | +1.0% | -1.2% | -1.4% |
| 3M | +15.9% | +2.4% | +13.5% | +12.3% |
| 6M | +11.7% | +12.0% | -0.3% | -3.5% |
| YTD | -1.2% | +15.3% | -16.5% | -17.6% |
| 1Y | -13.0% | +22.6% | -35.6% | -32.8% |
| 3Y | +23.4% | +74.7% | -51.3% | -37.9% |
| 5Y | -27.1% | +66.1% | -93.3% | -60.2% |
| 10Y | +108.1% | +225.0% | -116.9% | -43.1% |
| All | +109.2% | +226.5% | -117.3% | -42.4% |
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