-99.9%
IXHL vs VOO
+86.3%
-186.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.3% |
| 7D | -12.1% | +2.6% | -14.6% | -13.0% |
| 30D | -31.1% | -2.0% | -29.1% | -30.4% |
| 3M | -37.7% | -2.8% | -34.9% | -36.9% |
| 6M | -48.8% | +2.2% | -51.0% | -49.3% |
| YTD | -81.7% | +11.5% | -93.2% | -82.3% |
| 1Y | -81.6% | +13.5% | -95.1% | -82.4% |
| 3Y | -98.5% | +78.1% | -176.6% | -98.8% |
| All | -99.9% | +86.3% | -186.2% | -99.9% |
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