+65.7%
IXP vs VOO
+75.5%
-9.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.4% |
| 7D | +2.6% | -2.7% | +5.3% | +4.9% |
| 30D | -7.9% | -5.4% | -2.5% | -3.6% |
| 3M | -7.1% | -4.1% | -3.0% | -3.9% |
| 6M | -12.1% | +0.7% | -12.9% | -12.9% |
| YTD | -9.1% | +8.7% | -17.9% | -15.8% |
| 1Y | -6.4% | +11.0% | -17.3% | -14.8% |
| 3Y | +65.7% | +75.5% | -9.8% | -1.6% |
| All | +65.7% | +75.5% | -9.8% | -1.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling