+209.1%
IPSC price history and return analytics
+13.3%
+195.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.1% | +2.4% | +1.3% |
| 7D | +4.2% | -0.7% | +4.9% | +6.1% |
| 30D | +20.8% | -1.7% | +22.6% | +25.7% |
| 3M | -15.5% | -2.3% | -13.2% | -11.3% |
| 6M | -24.0% | +1.5% | -25.5% | -26.4% |
| YTD | +74.9% | +12.0% | +62.8% | +37.3% |
| 1Y | +209.1% | +12.9% | +196.2% | +138.2% |
| All | +209.1% | +13.3% | +195.8% | +138.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling