+120.0%
IX price history and return analytics
+224.4%
-104.4%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.4% | +1.6% |
| 7D | -9.4% | -0.7% | -8.8% | -9.0% |
| 30D | -9.0% | -1.7% | -7.2% | -7.7% |
| 3M | -15.5% | -2.3% | -13.2% | -13.8% |
| 6M | -8.7% | +1.5% | -10.2% | -10.0% |
| YTD | +14.8% | +12.0% | +2.7% | +4.1% |
| 1Y | +31.7% | +12.9% | +18.9% | +18.8% |
| 3Y | +99.2% | +74.9% | +24.2% | +23.9% |
| 5Y | +72.0% | +59.9% | +12.1% | +14.6% |
| 10Y | +120.0% | +224.6% | -104.7% | -26.2% |
| All | +120.0% | +224.4% | -104.4% | -26.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling