+1,364.4%
IXN vs VT
+345.0%
+1,019.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -4.1% | -4.5% | -4.5% |
| 7D | -14.7% | -4.2% | -10.5% | -10.7% |
| 30D | -20.8% | -5.8% | -15.0% | -15.5% |
| 3M | -13.4% | -5.2% | -8.2% | -8.1% |
| 6M | -2.9% | +0.1% | -3.1% | -1.9% |
| YTD | +15.5% | +8.2% | +7.3% | +8.4% |
| 1Y | +12.9% | +10.1% | +2.8% | +4.3% |
| 3Y | +103.1% | +69.7% | +33.5% | +25.0% |
| 5Y | +100.5% | +53.4% | +47.1% | +38.5% |
| 10Y | +635.0% | +219.2% | +415.8% | +173.8% |
| All | +1,364.4% | +345.0% | +1,019.5% | +306.0% |
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