+127.9%
IX price history and return analytics
+223.7%
-95.8%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.6% | -4.7% | -4.3% |
| 7D | -7.2% | +0.4% | -7.5% | -7.6% |
| 30D | -7.6% | -2.6% | -5.0% | -5.6% |
| 3M | -14.9% | -3.2% | -11.6% | -12.5% |
| 6M | +1.2% | +0.9% | +0.2% | +0.3% |
| YTD | +16.8% | +11.3% | +5.5% | +6.5% |
| 1Y | +36.3% | +14.0% | +22.3% | +21.8% |
| 3Y | +106.5% | +75.8% | +30.7% | +27.9% |
| 5Y | +79.0% | +57.8% | +21.2% | +20.6% |
| 10Y | +127.9% | +219.8% | -91.9% | -19.7% |
| All | +127.9% | +223.7% | -95.8% | -19.7% |
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