+132.4%
IXJ price history and return analytics
+221.4%
-89.1%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.3% | -2.5% |
| 7D | -2.7% | +1.0% | -3.7% | -3.4% |
| 30D | -0.4% | -0.2% | -0.1% | -0.2% |
| 3M | +8.1% | +4.5% | +3.5% | +4.4% |
| 6M | +6.6% | +14.1% | -7.4% | -3.5% |
| YTD | +5.6% | +14.8% | -9.2% | -5.0% |
| 1Y | +17.2% | +21.2% | -4.0% | +1.3% |
| 3Y | +26.1% | +76.6% | -50.5% | -18.3% |
| 5Y | +23.2% | +66.6% | -43.4% | -17.3% |
| 10Y | +132.4% | +222.3% | -89.9% | -10.2% |
| All | +132.4% | +221.4% | -89.1% | -10.2% |
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