+219.9%
IXG vs VOO
+317.9%
-98.0%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.3% | -0.1% | +0.1% |
| 7D | +1.5% | +0.1% | +1.4% | +1.4% |
| 30D | +4.2% | -3.3% | +7.6% | +7.5% |
| 3M | -1.2% | -2.4% | +1.2% | +0.9% |
| 6M | +11.5% | +2.6% | +8.9% | +8.5% |
| YTD | +11.7% | +11.3% | +0.4% | +0.7% |
| 1Y | +17.9% | +13.4% | +4.5% | +4.4% |
| 3Y | +102.8% | +80.3% | +22.5% | +14.2% |
| 5Y | +84.9% | +72.7% | +12.2% | +7.9% |
| 10Y | +219.9% | +310.0% | -90.2% | -25.4% |
| All | +219.9% | +317.9% | -98.0% | -25.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling