+135.9%
IXJ vs VOO
+315.3%
-179.4%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.2% |
| 7D | -4.1% | -0.4% | -3.7% | -3.8% |
| 30D | -2.0% | -1.4% | -0.7% | -1.1% |
| 3M | +6.3% | +3.7% | +2.6% | +3.5% |
| 6M | +5.1% | +13.0% | -8.0% | -3.8% |
| YTD | +5.0% | +12.4% | -7.4% | -3.5% |
| 1Y | +16.3% | +18.6% | -2.3% | +2.8% |
| 3Y | +25.4% | +78.1% | -52.6% | -18.0% |
| 5Y | +23.8% | +82.3% | -58.4% | -21.5% |
| 10Y | +135.9% | +322.5% | -186.7% | -27.8% |
| All | +135.9% | +315.3% | -179.4% | -27.8% |
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