+508.5%
IXJ price history and return analytics
+345.0%
+163.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.1% | +1.8% | +0.5% |
| 7D | +1.0% | -4.2% | +5.2% | +4.0% |
| 30D | +11.4% | -5.8% | +17.2% | +15.9% |
| 3M | +11.7% | -5.2% | +16.9% | +15.7% |
| 6M | +23.3% | +0.1% | +23.2% | +22.5% |
| YTD | +16.9% | +8.2% | +8.7% | +9.9% |
| 1Y | +25.0% | +10.1% | +14.9% | +16.1% |
| 3Y | +45.3% | +69.7% | -24.3% | -0.8% |
| 5Y | +38.5% | +53.4% | -14.9% | +0.5% |
| 10Y | +182.8% | +219.2% | -36.4% | +22.8% |
| All | +508.5% | +345.0% | +163.5% | +101.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling