+165.9%
IX price history and return analytics
+363.9%
-197.9%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | -0.2% |
| 7D | +0.5% | -0.3% | +0.8% | +0.8% |
| 30D | -0.8% | -1.4% | +0.6% | +0.6% |
| 3M | -8.0% | -1.4% | -6.6% | -6.7% |
| 6M | +12.7% | +5.5% | +7.3% | +6.9% |
| YTD | +26.8% | +12.8% | +13.9% | +12.5% |
| 1Y | +52.1% | +15.4% | +36.6% | +31.9% |
| 3Y | +116.8% | +76.9% | +39.9% | +22.4% |
| 5Y | +91.8% | +60.4% | +31.4% | +17.9% |
| 10Y | +153.9% | +232.8% | -78.8% | -29.3% |
| All | +165.9% | +363.9% | -197.9% | -40.8% |
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 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