+210.4%
IPI price history and return analytics
+215.5%
-5.2%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.6% | +4.5% |
| 7D | +4.2% | -2.3% | +6.5% | +7.5% |
| 30D | -0.5% | -5.0% | +4.4% | +6.8% |
| 3M | -5.8% | -4.9% | -0.9% | +0.8% |
| 6M | -12.7% | -1.5% | -11.1% | -12.1% |
| YTD | +18.6% | +8.5% | +10.2% | +0.8% |
| 1Y | +37.4% | +11.4% | +26.1% | +12.0% |
| 3Y | +59.8% | +70.1% | -10.3% | -34.7% |
| 5Y | -26.6% | +53.7% | -80.3% | -64.0% |
| All | +210.4% | +215.5% | -5.2% | -79.1% |
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 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