+430.1%
TIPT price history and return analytics
+365.8%
+64.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.5% | -0.4% |
| 7D | +2.9% | -2.3% | +5.2% | +4.7% |
| 30D | +1.8% | -5.0% | +6.8% | +5.9% |
| 3M | -1.9% | -4.9% | +3.0% | +2.0% |
| 6M | +5.1% | -1.5% | +6.6% | +5.7% |
| YTD | -3.0% | +8.5% | -11.5% | -10.3% |
| 1Y | -2.8% | +11.4% | -14.1% | -12.0% |
| 3Y | +7.2% | +70.1% | -62.9% | -31.2% |
| 5Y | +17.2% | +53.7% | -36.5% | -18.7% |
| 10Y | +254.2% | +220.0% | +34.2% | +55.2% |
| All | +430.1% | +365.8% | +64.3% | +115.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling