+213.2%
IXC vs VOO
+777.9%
-564.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.7% |
| 7D | -11.2% | -2.7% | -8.4% | -8.9% |
| 30D | -2.1% | -5.4% | +3.3% | +2.9% |
| 3M | +5.4% | -4.1% | +9.4% | +9.0% |
| 6M | +6.1% | +0.7% | +5.4% | +4.0% |
| YTD | +37.9% | +8.7% | +29.1% | +24.1% |
| 1Y | +41.4% | +11.0% | +30.5% | +24.5% |
| 3Y | +59.2% | +75.5% | -16.3% | -14.8% |
| 5Y | +138.1% | +68.4% | +69.8% | +30.1% |
| 10Y | +169.5% | +315.7% | -146.1% | -48.2% |
| All | +213.2% | +777.9% | -564.7% | -74.9% |
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