-4.5%
IPSC price history and return analytics
+69.7%
-74.3%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +0.2% | +11.0% | +10.8% |
| 7D | +14.3% | -2.3% | +16.6% | +20.0% |
| 30D | +31.2% | -5.0% | +36.2% | +44.7% |
| 3M | -11.6% | -4.9% | -6.7% | -2.7% |
| 6M | -28.2% | -1.5% | -26.7% | -26.2% |
| YTD | +68.8% | +8.5% | +60.4% | +46.3% |
| 1Y | +211.1% | +11.4% | +199.7% | +159.3% |
| 3Y | -4.5% | +70.1% | -74.6% | -51.6% |
| All | -4.5% | +69.7% | -74.3% | -51.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling