+23.3%
TIPZ price history and return analytics
+217.6%
-194.3%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | -0.8% | -0.1% | -0.7% | -0.8% |
| 30D | 0.0% | -3.1% | +3.0% | +0.1% |
| 3M | -2.5% | -3.5% | +1.0% | -2.3% |
| 6M | -3.6% | +0.5% | -4.1% | -3.7% |
| YTD | -0.9% | +10.8% | -11.6% | -1.3% |
| 1Y | -2.2% | +11.9% | -14.0% | -2.6% |
| 3Y | +10.7% | +73.0% | -62.3% | +8.6% |
| 5Y | -4.0% | +58.6% | -62.7% | -6.2% |
| 10Y | +23.3% | +219.2% | -195.8% | +19.9% |
| All | +23.3% | +217.6% | -194.3% | +19.9% |
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