-95.7%
IPWR price history and return analytics
+215.5%
-311.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.2% |
| 7D | -21.7% | -2.3% | -19.4% | -19.2% |
| 30D | -46.8% | -5.0% | -41.8% | -42.9% |
| 3M | -51.8% | -4.9% | -46.9% | -48.1% |
| 6M | -56.4% | -1.5% | -54.9% | -54.2% |
| YTD | -33.3% | +8.5% | -41.8% | -36.4% |
| 1Y | -59.2% | +11.4% | -70.6% | -61.9% |
| 3Y | -75.2% | +70.1% | -145.3% | -84.9% |
| 5Y | -86.9% | +53.7% | -140.6% | -91.1% |
| All | -95.7% | +215.5% | -311.2% | -97.4% |
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