+25.1%
TIP price history and return analytics
+224.4%
-199.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.2% | -0.1% |
| 7D | -0.8% | -0.7% | -0.1% | -0.8% |
| 30D | +0.7% | -1.7% | +2.5% | +0.8% |
| 3M | -1.5% | -2.3% | +0.8% | -1.5% |
| 6M | -2.7% | +1.5% | -4.2% | -2.8% |
| YTD | -1.0% | +12.0% | -13.0% | -1.3% |
| 1Y | -1.7% | +12.9% | -14.5% | -2.1% |
| 3Y | +11.8% | +74.9% | -63.2% | +9.9% |
| 5Y | -2.3% | +59.9% | -62.2% | -4.3% |
| 10Y | +25.1% | +224.6% | -199.5% | +22.8% |
| All | +25.1% | +224.4% | -199.2% | +22.8% |
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 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