+172.4%
IXJ price history and return analytics
+223.7%
-51.2%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | 0.0% |
| 7D | +2.1% | +0.4% | +1.8% | +1.8% |
| 30D | +11.4% | -2.6% | +14.0% | +13.4% |
| 3M | +12.4% | -3.2% | +15.6% | +14.8% |
| 6M | +26.6% | +0.9% | +25.7% | +25.0% |
| YTD | +19.1% | +11.3% | +7.8% | +9.4% |
| 1Y | +26.8% | +14.0% | +12.8% | +14.4% |
| 3Y | +49.7% | +75.8% | -26.1% | -2.9% |
| 5Y | +40.8% | +57.8% | -17.0% | -1.6% |
| 10Y | +172.4% | +219.8% | -47.4% | +9.7% |
| All | +172.4% | +223.7% | -51.2% | +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