+174.4%
IXJ vs VOO
+311.2%
-136.8%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.3% |
| 7D | +1.2% | +3.3% | -2.1% | -1.0% |
| 30D | +11.2% | -2.7% | +13.9% | +13.2% |
| 3M | +10.7% | -1.7% | +12.5% | +11.9% |
| 6M | +24.4% | +3.1% | +21.3% | +21.3% |
| YTD | +18.4% | +11.9% | +6.4% | +8.9% |
| 1Y | +20.4% | +12.1% | +8.4% | +10.7% |
| 3Y | +48.1% | +78.6% | -30.4% | -3.3% |
| 5Y | +40.1% | +73.8% | -33.7% | -7.7% |
| All | +174.4% | +311.2% | -136.8% | -8.4% |
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