-76.3%
ANNX vs VOO
+155.5%
-231.8%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.1% |
| 7D | +0.5% | -0.6% | +1.1% | +1.3% |
| 30D | +4.7% | -3.6% | +8.4% | +9.5% |
| 3M | -21.9% | -2.7% | -19.2% | -19.2% |
| 6M | -26.0% | +2.2% | -28.3% | -27.6% |
| YTD | -16.1% | +10.9% | -27.0% | -24.6% |
| 1Y | +41.3% | +11.3% | +29.9% | +26.4% |
| 3Y | +98.1% | +76.9% | +21.2% | +14.6% |
| 5Y | -74.7% | +73.5% | -148.2% | -84.8% |
| All | -76.3% | +155.5% | -231.8% | -91.5% |
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