-28.0%
IPGP price history and return analytics
+221.8%
-249.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.3% | -4.1% | -3.9% |
| 7D | +3.8% | +2.4% | +1.4% | +0.6% |
| 30D | -8.0% | -1.5% | -6.5% | -5.4% |
| 3M | -19.3% | -4.1% | -15.1% | -13.6% |
| 6M | -36.4% | +0.6% | -37.0% | -35.3% |
| YTD | -5.3% | +11.0% | -16.4% | -15.7% |
| 1Y | -17.0% | +13.3% | -30.4% | -28.0% |
| 3Y | -25.8% | +73.4% | -99.2% | -61.9% |
| 5Y | -60.1% | +57.4% | -117.6% | -76.5% |
| All | -28.0% | +221.8% | -249.8% | -81.9% |
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