-74.5%
IPHA price history and return analytics
+134.4%
-208.9%
-85.7%
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% | +2.4% |
| 7D | +15.8% | -0.1% | +15.9% | +16.0% |
| 30D | -4.9% | -3.1% | -1.9% | -2.2% |
| 3M | -30.6% | -3.5% | -27.1% | -28.2% |
| 6M | +9.2% | +0.5% | +8.8% | +9.1% |
| YTD | -12.0% | +10.8% | -22.8% | -18.6% |
| 1Y | -33.0% | +11.9% | -44.9% | -38.6% |
| 3Y | -35.0% | +73.0% | -108.0% | -59.2% |
| 5Y | -71.5% | +58.6% | -130.1% | -81.0% |
| All | -74.5% | +134.4% | -208.9% | -87.0% |
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