-61.8%
IPX price history and return analytics
+15.2%
-77.0%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.4% | -3.9% |
| 7D | -2.4% | -0.3% | -2.1% | -1.0% |
| 30D | -8.4% | -1.4% | -7.0% | -2.6% |
| 3M | -35.7% | -1.4% | -34.3% | -30.8% |
| 6M | -54.6% | +5.5% | -60.0% | -59.8% |
| YTD | -58.0% | +12.8% | -70.8% | -69.1% |
| 1Y | -61.8% | +15.4% | -77.2% | -73.7% |
| All | -61.8% | +15.2% | -77.0% | -73.7% |
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