+754.3%
IXN vs VOO
+314.0%
+440.3%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +1.0% |
| 7D | +2.9% | +0.5% | +2.3% | +2.1% |
| 30D | +1.8% | -0.9% | +2.7% | +3.0% |
| 3M | +3.5% | +3.9% | -0.3% | -0.9% |
| 6M | +38.8% | +14.5% | +24.3% | +18.4% |
| YTD | +36.7% | +13.0% | +23.7% | +18.8% |
| 1Y | +50.1% | +19.4% | +30.7% | +22.2% |
| 3Y | +140.6% | +78.9% | +61.8% | +21.9% |
| 5Y | +146.0% | +82.3% | +63.7% | +23.7% |
| 10Y | +754.3% | +314.2% | +440.1% | +72.0% |
| All | +754.3% | +314.0% | +440.3% | +72.0% |
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