-99.8%
IXHL price history and return analytics
+77.5%
-177.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.6% | -3.5% | -3.9% |
| 7D | -1.2% | -0.1% | -1.1% | -1.2% |
| 30D | 0.0% | -0.7% | +0.7% | +0.3% |
| 3M | -12.0% | +4.0% | -16.0% | -13.4% |
| 6M | -23.6% | +12.3% | -35.9% | -26.4% |
| YTD | -69.9% | +14.0% | -84.0% | -71.1% |
| 1Y | -80.2% | +20.3% | -100.5% | -81.2% |
| 3Y | -98.0% | +75.4% | -173.4% | -98.2% |
| All | -99.8% | +77.5% | -177.3% | -99.9% |
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