+40.3%
IEX price history and return analytics
+18.7%
+21.6%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.8% | -1.0% |
| 7D | -0.7% | -2.0% | +1.3% | +0.7% |
| 30D | -6.7% | -1.4% | -5.3% | -5.7% |
| 3M | +3.6% | +4.7% | -1.1% | +0.3% |
| 6M | +13.9% | +11.4% | +2.5% | +4.6% |
| YTD | +25.8% | +13.1% | +12.7% | +13.7% |
| 1Y | +40.3% | +19.0% | +21.3% | +19.0% |
| All | +40.3% | +18.7% | +21.6% | +19.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling