-7.4%
IPGP price history and return analytics
+221.4%
-228.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.7% |
| 7D | +5.8% | +1.0% | +4.8% | +4.3% |
| 30D | -11.8% | -0.2% | -11.6% | -11.5% |
| 3M | -28.5% | +4.5% | -33.0% | -32.0% |
| 6M | -34.1% | +14.1% | -48.1% | -43.9% |
| YTD | +11.1% | +14.8% | -3.6% | -6.2% |
| 1Y | -4.0% | +21.2% | -25.2% | -24.3% |
| 3Y | -21.7% | +76.6% | -98.2% | -61.1% |
| 5Y | -54.3% | +66.6% | -120.9% | -75.2% |
| 10Y | -7.4% | +222.3% | -229.7% | -76.7% |
| All | -7.4% | +221.4% | -228.8% | -76.7% |
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