+100.5%
IXN vs VT
+53.2%
+47.3%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -4.1% | -4.5% | -2.7% |
| 7D | -14.7% | -4.2% | -10.5% | -9.0% |
| 30D | -20.8% | -5.8% | -15.0% | -13.3% |
| 3M | -13.4% | -5.2% | -8.2% | -6.0% |
| 6M | -2.9% | +0.1% | -3.1% | -1.6% |
| YTD | +15.5% | +8.2% | +7.3% | +5.4% |
| 1Y | +12.9% | +10.1% | +2.8% | +0.7% |
| 3Y | +103.1% | +69.7% | +33.5% | +2.6% |
| 5Y | +100.5% | +53.4% | +47.1% | +18.4% |
| All | +100.5% | +53.2% | +47.3% | +18.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling