+10.3%
IEX price history and return analytics
+65.7%
-55.4%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.3% |
| 7D | +0.2% | -0.1% | +0.4% | +0.3% |
| 30D | -3.5% | -0.7% | -2.8% | -2.9% |
| 3M | +1.7% | +4.0% | -2.3% | -1.9% |
| 6M | +14.7% | +12.3% | +2.4% | +3.0% |
| YTD | +27.8% | +14.0% | +13.8% | +13.1% |
| 1Y | +41.0% | +20.3% | +20.7% | +18.7% |
| 3Y | +8.6% | +75.4% | -66.9% | -34.5% |
| 5Y | +10.3% | +66.0% | -55.7% | -31.4% |
| All | +10.3% | +65.7% | -55.4% | -31.4% |
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