+127.9%
IX vs VOO
+317.9%
-190.0%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.3% | -4.4% | -3.8% |
| 7D | -7.2% | +0.1% | -7.2% | -7.3% |
| 30D | -7.6% | -3.3% | -4.3% | -5.4% |
| 3M | -14.9% | -2.4% | -12.5% | -13.4% |
| 6M | +1.2% | +2.6% | -1.4% | -0.8% |
| YTD | +16.8% | +11.3% | +5.5% | +7.8% |
| 1Y | +36.3% | +13.4% | +22.9% | +24.0% |
| 3Y | +106.5% | +80.3% | +26.2% | +32.7% |
| 5Y | +79.0% | +72.7% | +6.3% | +17.5% |
| 10Y | +127.9% | +310.0% | -182.1% | -30.2% |
| All | +127.9% | +317.9% | -190.0% | -30.2% |
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