+162.2%
IXC price history and return analytics
+217.6%
-55.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.5% |
| 7D | -6.7% | -0.1% | -6.5% | -6.7% |
| 30D | -4.4% | -3.1% | -1.4% | -1.9% |
| 3M | +2.9% | -3.5% | +6.4% | +5.8% |
| 6M | +9.3% | +0.5% | +8.8% | +7.1% |
| YTD | +38.3% | +10.8% | +27.5% | +21.3% |
| 1Y | +38.1% | +11.9% | +26.2% | +19.6% |
| 3Y | +63.6% | +73.0% | -9.4% | -13.0% |
| 5Y | +142.3% | +58.6% | +83.7% | +40.6% |
| 10Y | +162.2% | +219.2% | -57.0% | -31.9% |
| All | +162.2% | +217.6% | -55.4% | -31.9% |
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