+143.6%
IXUS vs VOO
+306.9%
-163.3%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.4% |
| 7D | +0.5% | -0.6% | +1.1% | +1.0% |
| 30D | -2.5% | -3.6% | +1.1% | +0.4% |
| 3M | -4.5% | -2.7% | -1.8% | -2.3% |
| 6M | -2.3% | +2.2% | -4.6% | -3.9% |
| YTD | +10.8% | +10.9% | -0.1% | +2.4% |
| 1Y | +13.1% | +11.3% | +1.8% | +4.2% |
| 3Y | +69.3% | +76.9% | -7.6% | +7.3% |
| 5Y | +47.5% | +73.5% | -26.0% | -5.7% |
| 10Y | +143.6% | +307.7% | -164.1% | -24.8% |
| All | +143.6% | +306.9% | -163.3% | -24.8% |
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