+756.4%
IEX price history and return analytics
+355.4%
+400.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.9% |
| 7D | -0.2% | -0.1% | -0.1% | 0.0% |
| 30D | +1.1% | -3.1% | +4.2% | +4.2% |
| 3M | +1.9% | -3.5% | +5.4% | +5.3% |
| 6M | +10.3% | +0.5% | +9.8% | +9.5% |
| YTD | +35.0% | +10.8% | +24.2% | +21.8% |
| 1Y | +42.3% | +11.9% | +30.4% | +27.2% |
| 3Y | +28.8% | +73.0% | -44.2% | -23.9% |
| 5Y | +7.3% | +58.6% | -51.3% | -31.5% |
| 10Y | +190.0% | +219.2% | -29.2% | -5.8% |
| All | +756.4% | +355.4% | +400.9% | +107.4% |
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 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