+119.9%
IXC price history and return analytics
+374.2%
-254.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +2.3% | +0.4% | +1.8% | +1.8% |
| 30D | +9.3% | +1.0% | +8.3% | +8.1% |
| 3M | +6.9% | +2.4% | +4.5% | +3.4% |
| 6M | +13.9% | +12.0% | +1.9% | -1.1% |
| YTD | +41.2% | +15.3% | +25.9% | +18.5% |
| 1Y | +46.1% | +22.6% | +23.5% | +14.5% |
| 3Y | +59.1% | +74.7% | -15.5% | -16.7% |
| 5Y | +187.0% | +66.1% | +120.9% | +56.2% |
| 10Y | +172.5% | +225.0% | -52.5% | -27.5% |
| All | +119.9% | +374.2% | -254.3% | -64.2% |
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