+75.9%
IX price history and return analytics
+57.0%
+18.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.2% |
| 7D | -1.3% | +2.4% | -3.7% | -3.4% |
| 30D | -5.6% | -1.5% | -4.1% | -4.4% |
| 3M | -14.9% | -4.1% | -10.8% | -11.8% |
| 6M | -9.4% | +0.6% | -10.0% | -9.9% |
| YTD | +17.7% | +11.0% | +6.7% | +7.5% |
| 1Y | +32.1% | +13.3% | +18.7% | +18.5% |
| 3Y | +105.4% | +73.4% | +32.0% | +30.2% |
| All | +75.9% | +57.0% | +18.9% | +14.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling