+121.4%
IX vs VOO
+77.8%
+43.6%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.7% | -2.7% |
| 7D | +2.4% | +0.1% | +2.3% | +2.3% |
| 30D | -3.3% | +0.1% | -3.4% | -3.4% |
| 3M | +0.5% | +2.0% | -1.6% | -1.2% |
| 6M | +21.8% | +13.0% | +8.7% | +10.4% |
| YTD | +36.7% | +13.6% | +23.1% | +23.3% |
| 1Y | +53.0% | +20.1% | +32.9% | +32.2% |
| All | +121.4% | +77.8% | +43.6% | +49.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling