+106.0%
IXN price history and return analytics
+69.7%
+36.2%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.7% |
| 7D | -8.2% | -2.3% | -5.9% | -4.6% |
| 30D | -18.8% | -5.0% | -13.8% | -11.7% |
| 3M | -11.3% | -4.9% | -6.4% | -3.6% |
| 6M | -4.0% | -1.5% | -2.5% | -0.1% |
| YTD | +17.8% | +8.5% | +9.4% | +6.5% |
| 1Y | +18.0% | +11.4% | +6.6% | +2.7% |
| 3Y | +106.0% | +70.1% | +35.9% | +4.1% |
| All | +106.0% | +69.7% | +36.2% | +4.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling