+173.9%
IXJ price history and return analytics
+224.4%
-50.5%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.9% |
| 7D | -0.6% | -0.7% | +0.1% | -0.1% |
| 30D | +10.7% | -1.7% | +12.5% | +12.0% |
| 3M | +11.4% | -2.3% | +13.7% | +13.0% |
| 6M | +27.0% | +1.5% | +25.5% | +24.9% |
| YTD | +19.0% | +12.0% | +6.9% | +8.8% |
| 1Y | +22.6% | +12.9% | +9.7% | +11.4% |
| 3Y | +48.9% | +74.9% | -26.0% | -3.0% |
| 5Y | +40.9% | +59.9% | -19.0% | -2.5% |
| 10Y | +173.9% | +224.6% | -50.7% | +9.7% |
| All | +173.9% | +224.4% | -50.5% | +9.7% |
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