-98.9%
IPDN price history and return analytics
+224.4%
-323.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +1.1% | -12.3% | -10.6% |
| 7D | -41.5% | -0.7% | -40.8% | -41.6% |
| 30D | -70.9% | -1.7% | -69.2% | -71.2% |
| 3M | +220.0% | -2.3% | +222.3% | +217.7% |
| 6M | +103.2% | +1.5% | +101.7% | +96.4% |
| YTD | +12.3% | +12.0% | +0.2% | +1.8% |
| 1Y | -43.1% | +12.9% | -56.0% | -48.7% |
| 3Y | -89.8% | +74.9% | -164.7% | -92.8% |
| 5Y | -95.1% | +59.9% | -155.0% | -96.4% |
| 10Y | -98.9% | +224.6% | -323.6% | -99.0% |
| All | -98.9% | +224.4% | -323.3% | -99.0% |
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 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