+97.4%
IXG vs VOO
+82.6%
+14.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.3% |
| 7D | +1.2% | +0.1% | +1.1% | +1.1% |
| 30D | +1.1% | +0.1% | +1.0% | +1.0% |
| 3M | +12.4% | +2.0% | +10.4% | +10.4% |
| 6M | +17.3% | +13.0% | +4.2% | +5.7% |
| YTD | +14.4% | +13.6% | +0.8% | +2.7% |
| 1Y | +20.6% | +20.1% | +0.6% | +3.3% |
| 3Y | +102.6% | +77.6% | +25.1% | +24.0% |
| All | +97.4% | +82.6% | +14.9% | +16.5% |
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