+143.8%
IXN vs VOO
+82.6%
+61.2%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.7% |
| 7D | +1.7% | +0.1% | +1.5% | +1.5% |
| 30D | +2.1% | +0.1% | +2.1% | +2.1% |
| 3M | -2.0% | +2.0% | -4.0% | -4.0% |
| 6M | +34.7% | +13.0% | +21.6% | +15.1% |
| YTD | +36.3% | +13.6% | +22.7% | +16.0% |
| 1Y | +50.9% | +20.1% | +30.9% | +19.6% |
| 3Y | +134.6% | +77.6% | +57.0% | +13.3% |
| All | +143.8% | +82.6% | +61.2% | +15.7% |
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 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