+170.5%
IXJ vs VOO
+306.9%
-136.4%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.4% | +0.2% |
| 7D | +2.7% | -0.6% | +3.3% | +3.1% |
| 30D | +11.4% | -3.6% | +15.1% | +14.1% |
| 3M | +11.1% | -2.7% | +13.8% | +13.0% |
| 6M | +26.6% | +2.2% | +24.4% | +24.1% |
| YTD | +19.1% | +10.9% | +8.2% | +10.3% |
| 1Y | +25.6% | +11.3% | +14.3% | +16.0% |
| 3Y | +49.1% | +76.9% | -27.9% | -2.1% |
| 5Y | +40.9% | +73.5% | -32.6% | -7.2% |
| 10Y | +170.5% | +307.7% | -137.2% | -9.7% |
| All | +170.5% | +306.9% | -136.4% | -9.7% |
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