-59.1%
IPX price history and return analytics
+11.9%
-71.0%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.3% | -4.4% | -3.7% |
| 7D | -1.0% | +2.4% | -3.3% | -7.8% |
| 30D | -0.1% | -1.5% | +1.4% | +6.5% |
| 3M | -41.9% | -4.1% | -37.8% | -30.6% |
| 6M | -66.4% | +0.6% | -66.9% | -65.0% |
| YTD | -61.4% | +11.0% | -72.5% | -70.7% |
| 1Y | -59.1% | +13.3% | -72.5% | -71.1% |
| All | -59.1% | +11.9% | -71.0% | -71.1% |
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