+508.9%
IXJ price history and return analytics
+346.0%
+162.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.2% | -0.1% |
| 7D | +0.3% | -2.3% | +2.6% | +1.9% |
| 30D | +10.4% | -5.0% | +15.3% | +14.2% |
| 3M | +11.5% | -4.9% | +16.4% | +15.2% |
| 6M | +22.7% | -1.5% | +24.3% | +23.3% |
| YTD | +17.0% | +8.5% | +8.5% | +9.8% |
| 1Y | +24.8% | +11.4% | +13.4% | +15.0% |
| 3Y | +44.7% | +70.1% | -25.4% | -1.4% |
| 5Y | +38.6% | +53.7% | -15.2% | +0.4% |
| 10Y | +183.0% | +220.0% | -37.0% | +22.7% |
| All | +508.9% | +346.0% | +162.9% | +101.3% |
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