-98.7%
IPDN price history and return analytics
+215.5%
-314.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.4% |
| 7D | -25.8% | -2.3% | -23.5% | -26.7% |
| 30D | -68.7% | -5.0% | -63.7% | -69.4% |
| 3M | +318.6% | -4.9% | +323.5% | +307.5% |
| 6M | +143.2% | -1.5% | +144.8% | +131.0% |
| YTD | +57.9% | +8.5% | +49.4% | +40.9% |
| 1Y | -22.4% | +11.4% | -33.8% | -32.0% |
| 3Y | -89.2% | +70.1% | -159.3% | -92.6% |
| 5Y | -93.4% | +53.7% | -147.1% | -95.2% |
| All | -98.7% | +215.5% | -314.2% | -98.9% |
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