+462.7%
IXJ vs VOO
+817.1%
-354.4%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.8% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | +3.8% | +0.1% | +3.7% | +3.7% |
| 3M | +11.3% | +2.0% | +9.3% | +9.3% |
| 6M | +6.5% | +13.0% | -6.5% | -3.2% |
| YTD | +8.7% | +13.6% | -4.9% | -1.7% |
| 1Y | +21.2% | +20.1% | +1.1% | +5.0% |
| 3Y | +28.4% | +77.6% | -49.2% | -18.8% |
| 5Y | +25.5% | +82.4% | -57.0% | -23.4% |
| 10Y | +140.5% | +316.8% | -176.4% | -28.9% |
| All | +462.7% | +817.1% | -354.4% | -16.6% |
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