-46.2%
IPHA price history and return analytics
+69.4%
-115.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.3% | +1.6% |
| 7D | -6.7% | -4.2% | -2.5% | -3.4% |
| 30D | -11.9% | -5.8% | -6.2% | -7.4% |
| 3M | -20.9% | -5.2% | -15.7% | -17.2% |
| 6M | 0.0% | +0.1% | -0.1% | +0.7% |
| YTD | -20.0% | +8.2% | -28.2% | -23.5% |
| 1Y | -23.1% | +10.1% | -33.2% | -27.1% |
| All | -46.2% | +69.4% | -115.5% | -74.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling