+1,394.2%
IXN price history and return analytics
+346.0%
+1,048.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.8% |
| 7D | -8.2% | -2.3% | -5.9% | -5.9% |
| 30D | -18.8% | -5.0% | -13.8% | -14.2% |
| 3M | -11.3% | -4.9% | -6.4% | -6.3% |
| 6M | -4.0% | -1.5% | -2.5% | -1.3% |
| YTD | +17.8% | +8.5% | +9.4% | +10.4% |
| 1Y | +18.0% | +11.4% | +6.6% | +7.8% |
| 3Y | +106.0% | +70.1% | +35.9% | +26.5% |
| 5Y | +104.6% | +53.7% | +50.8% | +41.0% |
| 10Y | +649.9% | +220.0% | +430.0% | +178.7% |
| All | +1,394.2% | +346.0% | +1,048.2% | +313.3% |
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