-76.2%
IPHA price history and return analytics
+129.5%
-205.7%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.6% | +2.7% |
| 7D | -1.4% | -2.3% | +0.9% | +0.6% |
| 30D | -5.3% | -5.0% | -0.3% | -0.9% |
| 3M | -19.3% | -4.9% | -14.5% | -15.6% |
| 6M | -4.6% | -1.5% | -3.1% | -3.1% |
| YTD | -17.7% | +8.5% | -26.2% | -22.5% |
| 1Y | -20.0% | +11.4% | -31.4% | -26.1% |
| 3Y | -44.6% | +70.1% | -114.7% | -64.7% |
| 5Y | -74.1% | +53.7% | -127.8% | -82.2% |
| All | -76.2% | +129.5% | -205.7% | -87.7% |
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