+375.6%
IXG vs VOO
+817.1%
-441.5%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.2% |
| 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% | +9.9% |
| 6M | +17.3% | +13.0% | +4.2% | +3.0% |
| YTD | +14.4% | +13.6% | +0.8% | -0.1% |
| 1Y | +20.6% | +20.1% | +0.6% | -0.7% |
| 3Y | +102.6% | +77.6% | +25.1% | +8.9% |
| 5Y | +96.6% | +82.4% | +14.1% | +1.3% |
| 10Y | +236.0% | +316.8% | -80.9% | -35.6% |
| All | +375.6% | +817.1% | -441.5% | -69.3% |
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 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