+760.5%
IEX price history and return analytics
+357.8%
+402.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.2% |
| 7D | +6.9% | +2.9% | +4.0% | +4.1% |
| 30D | +0.4% | -2.5% | +2.9% | +2.8% |
| 3M | -0.7% | -3.3% | +2.6% | +2.5% |
| 6M | +12.4% | +1.5% | +10.9% | +10.5% |
| YTD | +35.6% | +11.4% | +24.2% | +21.8% |
| 1Y | +42.3% | +11.9% | +30.4% | +27.2% |
| 3Y | +29.4% | +73.9% | -44.5% | -23.9% |
| 5Y | +8.1% | +57.9% | -49.8% | -30.7% |
| 10Y | +191.7% | +222.6% | -31.0% | -6.2% |
| All | +760.5% | +357.8% | +402.6% | +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