+7.3%
IEX price history and return analytics
+57.5%
-50.2%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.8% |
| 7D | -0.2% | -0.1% | -0.1% | -0.1% |
| 30D | +1.1% | -3.1% | +4.2% | +4.0% |
| 3M | +1.9% | -3.5% | +5.4% | +5.1% |
| 6M | +10.3% | +0.5% | +9.8% | +9.6% |
| YTD | +35.0% | +10.8% | +24.2% | +22.4% |
| 1Y | +42.3% | +11.9% | +30.4% | +27.9% |
| 3Y | +28.8% | +73.0% | -44.2% | -21.2% |
| 5Y | +7.3% | +58.6% | -51.3% | -29.9% |
| All | +7.3% | +57.5% | -50.2% | -29.9% |
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 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