+663.5%
IXN price history and return analytics
+223.7%
+439.8%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.6% | +1.3% | +0.5% |
| 7D | -2.3% | +0.4% | -2.7% | -2.6% |
| 30D | -14.3% | -2.6% | -11.7% | -10.9% |
| 3M | -8.8% | -3.2% | -5.6% | -4.3% |
| 6M | -3.3% | +0.9% | -4.3% | -3.2% |
| YTD | +22.5% | +11.3% | +11.2% | +8.5% |
| 1Y | +23.1% | +14.0% | +9.1% | +5.9% |
| 3Y | +112.1% | +75.8% | +36.2% | +7.4% |
| 5Y | +112.0% | +57.8% | +54.1% | +24.6% |
| 10Y | +663.5% | +219.8% | +443.7% | +99.6% |
| All | +663.5% | +223.7% | +439.8% | +99.6% |
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