-99.7%
IPST price history and return analytics
+39.2%
-138.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | 0.0% | -9.8% | -9.8% |
| 7D | -10.2% | +0.4% | -10.7% | -10.7% |
| 30D | +66.3% | +1.0% | +65.3% | +61.0% |
| 3M | -0.9% | +2.4% | -3.3% | -6.6% |
| 6M | -72.5% | +12.0% | -84.5% | -78.3% |
| YTD | -88.1% | +15.3% | -103.4% | -91.0% |
| 1Y | -97.7% | +22.6% | -120.3% | -98.4% |
| All | -99.7% | +39.2% | -138.9% | -99.8% |
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