+219.9%
IXG price history and return analytics
+223.7%
-3.8%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.6% | -0.4% | -0.4% |
| 7D | +1.5% | +0.4% | +1.1% | +1.1% |
| 30D | +4.2% | -2.6% | +6.8% | +7.0% |
| 3M | -1.2% | -3.2% | +2.0% | +2.0% |
| 6M | +11.5% | +0.9% | +10.5% | +9.9% |
| YTD | +11.7% | +11.3% | +0.4% | -0.6% |
| 1Y | +17.9% | +14.0% | +3.9% | +2.3% |
| 3Y | +102.8% | +75.8% | +27.0% | +10.8% |
| 5Y | +84.9% | +57.8% | +27.1% | +13.4% |
| 10Y | +219.9% | +219.8% | +0.1% | -9.0% |
| All | +219.9% | +223.7% | -3.8% | -9.0% |
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