+177.6%
IX vs VOO
+314.0%
-136.4%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.3% | -1.4% |
| 7D | +0.1% | +0.5% | -0.4% | -0.2% |
| 30D | -2.2% | -0.9% | -1.3% | -1.5% |
| 3M | +1.8% | +3.9% | -2.1% | -1.2% |
| 6M | +25.1% | +14.5% | +10.5% | +13.1% |
| YTD | +34.2% | +13.0% | +21.2% | +22.6% |
| 1Y | +47.1% | +19.4% | +27.6% | +28.8% |
| 3Y | +114.2% | +78.9% | +35.3% | +38.6% |
| 5Y | +112.3% | +82.3% | +30.1% | +34.0% |
| 10Y | +177.6% | +314.2% | -136.6% | -6.3% |
| All | +177.6% | +314.0% | -136.4% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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