+23.2%
IXJ vs VOO
+82.3%
-59.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.5% |
| 7D | -2.7% | +0.5% | -3.3% | -3.0% |
| 30D | -0.4% | -0.9% | +0.6% | +0.1% |
| 3M | +8.1% | +3.9% | +4.2% | +5.7% |
| 6M | +6.6% | +14.5% | -7.9% | -1.5% |
| YTD | +5.6% | +13.0% | -7.4% | -1.8% |
| 1Y | +17.2% | +19.4% | -2.3% | +5.6% |
| 3Y | +26.1% | +78.9% | -52.8% | -11.5% |
| 5Y | +23.2% | +82.3% | -59.0% | -16.3% |
| All | +23.2% | +82.3% | -59.1% | -16.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling