+123.3%
IX price history and return analytics
+222.7%
-99.4%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +2.1% |
| 7D | -4.9% | +2.9% | -7.8% | -7.3% |
| 30D | -7.5% | -2.5% | -5.0% | -5.5% |
| 3M | -16.0% | -3.3% | -12.7% | -13.6% |
| 6M | -9.5% | +1.5% | -11.0% | -10.7% |
| YTD | +16.6% | +11.4% | +5.3% | +6.3% |
| 1Y | +27.6% | +11.9% | +15.7% | +15.9% |
| 3Y | +102.4% | +73.9% | +28.5% | +26.6% |
| 5Y | +72.7% | +57.9% | +14.8% | +16.3% |
| All | +123.3% | +222.7% | -99.4% | -24.5% |
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