+175.6%
IXC price history and return analytics
+222.7%
-47.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +2.0% |
| 7D | +2.8% | +2.9% | -0.1% | 0.0% |
| 30D | -4.6% | -2.5% | -2.1% | -2.6% |
| 3M | +5.0% | -3.3% | +8.3% | +7.8% |
| 6M | +8.8% | +1.5% | +7.3% | +5.6% |
| YTD | +42.3% | +11.4% | +31.0% | +24.2% |
| 1Y | +41.7% | +11.9% | +29.8% | +22.8% |
| 3Y | +68.4% | +73.9% | -5.5% | -10.9% |
| 5Y | +149.8% | +57.9% | +92.0% | +46.1% |
| All | +175.6% | +222.7% | -47.1% | -27.6% |
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