+684.3%
IXN price history and return analytics
+221.8%
+462.6%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.3% |
| 7D | +3.7% | +2.4% | +1.3% | +0.6% |
| 30D | -10.2% | -1.5% | -8.7% | -8.0% |
| 3M | -11.1% | -4.1% | -7.0% | -5.5% |
| 6M | -3.8% | +0.6% | -4.3% | -3.2% |
| YTD | +22.2% | +11.0% | +11.1% | +8.6% |
| 1Y | +23.3% | +13.3% | +9.9% | +6.8% |
| 3Y | +107.7% | +73.4% | +34.3% | +7.1% |
| 5Y | +111.3% | +57.4% | +53.9% | +24.6% |
| All | +684.3% | +221.8% | +462.6% | +103.8% |
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