-98.5%
IXHL vs VOO
+78.5%
-177.0%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.4% |
| 7D | -12.1% | +2.6% | -14.6% | -12.6% |
| 30D | -31.1% | -2.0% | -29.1% | -30.7% |
| 3M | -37.7% | -2.8% | -34.9% | -37.2% |
| 6M | -48.8% | +2.2% | -51.0% | -48.9% |
| YTD | -81.7% | +11.5% | -93.2% | -81.9% |
| 1Y | -81.6% | +13.5% | -95.1% | -81.8% |
| 3Y | -98.5% | +78.1% | -176.6% | -95.0% |
| All | -98.5% | +78.5% | -177.0% | -95.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling