+149.8%
IXC vs VOO
+74.6%
+75.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.6% |
| 7D | +2.8% | +3.3% | -0.5% | +1.1% |
| 30D | -4.6% | -2.7% | -1.9% | -3.4% |
| 3M | +5.0% | -1.7% | +6.7% | +5.7% |
| 6M | +8.8% | +3.1% | +5.7% | +6.3% |
| YTD | +42.3% | +11.9% | +30.4% | +31.9% |
| 1Y | +41.7% | +12.1% | +29.7% | +31.1% |
| 3Y | +68.4% | +78.6% | -10.2% | +14.2% |
| 5Y | +149.8% | +73.8% | +76.0% | +70.8% |
| All | +149.8% | +74.6% | +75.3% | +70.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling