+240.5%
IPGP price history and return analytics
+346.0%
-105.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.2% | +5.1% | +5.0% |
| 7D | -10.0% | -2.3% | -7.7% | -7.3% |
| 30D | -19.3% | -5.0% | -14.3% | -14.0% |
| 3M | -24.7% | -4.9% | -19.8% | -19.8% |
| 6M | -35.9% | -1.5% | -34.4% | -33.4% |
| YTD | -8.8% | +8.5% | -17.3% | -14.8% |
| 1Y | -27.2% | +11.4% | -38.6% | -33.8% |
| 3Y | -29.3% | +70.1% | -99.4% | -58.2% |
| 5Y | -61.9% | +53.7% | -115.6% | -74.5% |
| 10Y | -30.4% | +220.0% | -250.4% | -77.1% |
| All | +240.5% | +346.0% | -105.5% | -21.3% |
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