+59.8%
IXC price history and return analytics
+69.4%
-9.5%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.1% | +1.5% | -0.9% |
| 7D | -9.4% | -4.2% | -5.3% | -7.9% |
| 30D | -2.3% | -5.8% | +3.5% | 0.0% |
| 3M | +7.2% | -5.2% | +12.4% | +9.3% |
| 6M | +2.7% | +0.1% | +2.6% | +1.5% |
| YTD | +38.4% | +8.2% | +30.2% | +30.0% |
| 1Y | +42.9% | +10.1% | +32.8% | +32.5% |
| All | +59.8% | +69.4% | -9.5% | +5.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling