+663.5%
IXN vs VOO
+317.9%
+345.6%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.3% | +1.6% | +0.9% |
| 7D | -2.3% | +0.1% | -2.4% | -2.2% |
| 30D | -14.3% | -3.3% | -11.0% | -10.2% |
| 3M | -8.8% | -2.4% | -6.4% | -5.5% |
| 6M | -3.3% | +2.6% | -5.9% | -5.3% |
| YTD | +22.5% | +11.3% | +11.2% | +9.0% |
| 1Y | +23.1% | +13.4% | +9.7% | +7.2% |
| 3Y | +112.1% | +80.3% | +31.8% | +6.9% |
| 5Y | +112.0% | +72.7% | +39.3% | +14.1% |
| 10Y | +663.5% | +310.0% | +353.5% | +48.1% |
| All | +663.5% | +317.9% | +345.6% | +48.1% |
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