-73.4%
IPHA price history and return analytics
+57.0%
-130.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.3% | -7.1% | -7.1% |
| 7D | -4.2% | +2.4% | -6.5% | -6.0% |
| 30D | -3.5% | -1.5% | -2.0% | -2.0% |
| 3M | -45.6% | -4.1% | -41.4% | -43.4% |
| 6M | +4.5% | +0.6% | +4.0% | +4.5% |
| YTD | -21.1% | +11.0% | -32.2% | -27.0% |
| 1Y | -24.2% | +13.3% | -37.5% | -31.0% |
| 3Y | -39.2% | +73.4% | -112.6% | -61.8% |
| All | -73.4% | +57.0% | -130.4% | -83.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling