+125.3%
IXN vs VT
+58.4%
+66.9%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.3% | -2.3% | -1.7% |
| 7D | -3.8% | -1.1% | -2.6% | -2.1% |
| 30D | -8.8% | -2.9% | -5.9% | -4.7% |
| 3M | -0.5% | +0.6% | -1.1% | -1.0% |
| 6M | +14.1% | +4.9% | +9.2% | +7.9% |
| YTD | +29.6% | +11.9% | +17.7% | +12.4% |
| 1Y | +29.8% | +14.9% | +14.9% | +8.6% |
| 3Y | +139.9% | +82.3% | +57.6% | +9.3% |
| All | +125.3% | +58.4% | +66.9% | +26.4% |
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