+231.3%
IXP price history and return analytics
+345.0%
-113.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.1% | +3.1% | +2.5% |
| 7D | +2.4% | -4.2% | +6.6% | +6.0% |
| 30D | -7.7% | -5.8% | -2.0% | -3.1% |
| 3M | -6.9% | -5.2% | -1.7% | -2.8% |
| 6M | -10.4% | +0.1% | -10.5% | -10.8% |
| YTD | -9.0% | +8.2% | -17.3% | -15.3% |
| 1Y | -6.8% | +10.1% | -17.0% | -14.5% |
| 3Y | +65.4% | +69.7% | -4.3% | +5.8% |
| 5Y | +38.4% | +53.4% | -15.0% | -3.1% |
| 10Y | +137.9% | +219.2% | -81.4% | -7.4% |
| All | +231.3% | +345.0% | -113.7% | -8.3% |
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