+239.1%
TIPT price history and return analytics
+224.4%
+14.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.1% | -1.1% |
| 7D | -1.8% | -0.7% | -1.1% | -1.2% |
| 30D | +1.6% | -1.7% | +3.3% | +3.2% |
| 3M | -1.9% | -2.3% | +0.4% | +0.2% |
| 6M | +3.7% | +1.5% | +2.2% | +1.1% |
| YTD | -2.5% | +12.0% | -14.5% | -14.9% |
| 1Y | -5.0% | +12.9% | -17.9% | -17.9% |
| 3Y | +7.3% | +74.9% | -67.7% | -42.6% |
| 5Y | +23.4% | +59.9% | -36.5% | -27.1% |
| 10Y | +239.1% | +224.6% | +14.5% | -13.2% |
| All | +239.1% | +224.4% | +14.8% | -13.2% |
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