+257.9%
IXP price history and return analytics
+374.2%
-116.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +0.6% | +0.4% | +0.1% | +0.2% |
| 30D | +0.5% | +1.0% | -0.4% | -0.3% |
| 3M | -1.8% | +2.4% | -4.2% | -3.9% |
| 6M | -2.2% | +12.0% | -14.2% | -11.3% |
| YTD | -1.7% | +15.3% | -17.1% | -13.1% |
| 1Y | +0.5% | +22.6% | -22.1% | -15.6% |
| 3Y | +78.1% | +74.7% | +3.4% | +11.4% |
| 5Y | +43.4% | +66.1% | -22.8% | -5.9% |
| 10Y | +136.6% | +225.0% | -88.4% | -9.3% |
| All | +257.9% | +374.2% | -116.3% | -5.9% |
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