-65.6%
IPHA price history and return analytics
+144.0%
-209.7%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -6.3% | +0.4% | -6.8% | -6.7% |
| 30D | +17.5% | +1.0% | +16.5% | +16.7% |
| 3M | +16.2% | +2.4% | +13.8% | +13.8% |
| 6M | +28.4% | +12.0% | +16.4% | +17.5% |
| YTD | +18.9% | +15.3% | +3.5% | +6.1% |
| 1Y | -0.8% | +22.6% | -23.3% | -15.5% |
| 3Y | -28.7% | +74.7% | -103.4% | -55.6% |
| 5Y | -66.2% | +66.1% | -132.3% | -78.3% |
| All | -65.6% | +144.0% | -209.7% | -83.1% |
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 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