+103.4%
IXN vs VOO
+67.9%
+35.5%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.3% | +1.7% | +1.6% |
| 7D | -8.2% | -2.7% | -5.5% | -4.4% |
| 30D | -18.8% | -5.4% | -13.4% | -11.9% |
| 3M | -11.3% | -4.1% | -7.3% | -5.5% |
| 6M | -4.0% | +0.7% | -4.7% | -3.7% |
| YTD | +17.8% | +8.7% | +9.1% | +7.1% |
| 1Y | +18.0% | +11.0% | +7.0% | +4.5% |
| 3Y | +106.0% | +75.5% | +30.5% | +1.8% |
| All | +103.4% | +67.9% | +35.5% | +8.7% |
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