+206.6%
IXG price history and return analytics
+222.7%
-16.1%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.2% |
| 7D | +0.9% | +2.9% | -2.0% | -2.0% |
| 30D | +3.3% | -2.5% | +5.8% | +5.9% |
| 3M | -1.3% | -3.3% | +2.0% | +2.0% |
| 6M | +11.1% | +1.5% | +9.6% | +8.8% |
| YTD | +11.3% | +11.4% | -0.1% | -1.0% |
| 1Y | +14.9% | +11.9% | +3.0% | +1.6% |
| 3Y | +100.2% | +73.9% | +26.3% | +10.7% |
| 5Y | +83.9% | +57.9% | +26.0% | +12.7% |
| All | +206.6% | +222.7% | -16.1% | -16.2% |
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 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