+206.6%
IXG vs VOO
+311.2%
-104.6%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.5% |
| 7D | +0.9% | +3.3% | -2.4% | -2.1% |
| 30D | +3.3% | -2.7% | +6.0% | +5.8% |
| 3M | -1.3% | -1.7% | +0.4% | +0.2% |
| 6M | +11.1% | +3.1% | +8.0% | +7.6% |
| YTD | +11.3% | +11.9% | -0.7% | -0.2% |
| 1Y | +14.9% | +12.1% | +2.9% | +2.9% |
| 3Y | +100.2% | +78.6% | +21.6% | +13.8% |
| 5Y | +83.9% | +73.8% | +10.1% | +6.7% |
| All | +206.6% | +311.2% | -104.6% | -29.3% |
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 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