+175.5%
IPI price history and return analytics
+222.7%
-47.2%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +2.0% |
| 7D | +6.3% | +2.9% | +3.4% | +1.7% |
| 30D | +0.9% | -2.5% | +3.4% | +4.2% |
| 3M | -8.5% | -3.3% | -5.2% | -4.5% |
| 6M | -28.6% | +1.5% | -30.1% | -31.4% |
| YTD | +20.2% | +11.4% | +8.9% | -1.9% |
| 1Y | +25.6% | +11.9% | +13.7% | +1.6% |
| 3Y | +82.4% | +73.9% | +8.5% | -28.1% |
| 5Y | -24.7% | +57.9% | -82.6% | -64.6% |
| All | +175.5% | +222.7% | -47.2% | -87.9% |
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