+152.6%
IXP price history and return analytics
+221.8%
-69.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +1.0% |
| 7D | +2.3% | +2.4% | -0.1% | +0.1% |
| 30D | -4.7% | -1.5% | -3.2% | -3.5% |
| 3M | -4.6% | -4.1% | -0.5% | -1.0% |
| 6M | -9.9% | +0.6% | -10.5% | -10.8% |
| YTD | -7.1% | +11.0% | -18.1% | -16.2% |
| 1Y | -3.5% | +13.3% | -16.9% | -14.7% |
| 3Y | +67.0% | +73.4% | -6.4% | -0.8% |
| 5Y | +40.7% | +57.4% | -16.7% | -8.6% |
| All | +152.6% | +221.8% | -69.2% | -8.7% |
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