+370.3%
IX vs VOO
+777.9%
-407.6%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.3% | -3.1% | -3.0% |
| 7D | -5.4% | -2.7% | -2.7% | -3.2% |
| 30D | -5.4% | -5.4% | 0.0% | -0.9% |
| 3M | -15.6% | -4.1% | -11.5% | -12.6% |
| 6M | +2.2% | +0.7% | +1.5% | +1.5% |
| YTD | +19.3% | +8.7% | +10.5% | +11.0% |
| 1Y | +39.2% | +11.0% | +28.2% | +27.4% |
| 3Y | +103.6% | +75.5% | +28.2% | +24.9% |
| 5Y | +83.4% | +68.4% | +15.1% | +15.0% |
| 10Y | +138.9% | +315.7% | -176.8% | -40.4% |
| All | +370.3% | +777.9% | -407.6% | -51.4% |
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