+439.0%
IX vs VOO
+817.1%
-378.1%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +9.8% |
| YTD | +36.7% | +13.6% | +23.1% | +22.6% |
| 1Y | +53.0% | +20.1% | +32.9% | +30.9% |
| 3Y | +123.5% | +77.6% | +45.9% | +35.6% |
| 5Y | +115.6% | +82.4% | +33.1% | +25.9% |
| 10Y | +179.9% | +316.8% | -136.9% | -29.7% |
| All | +439.0% | +817.1% | -378.1% | -46.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling