-76.4%
ANNX vs VOO
+158.8%
-235.2%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -1.9% |
| 7D | -3.2% | -0.9% | -2.3% | -2.1% |
| 30D | +5.8% | -2.3% | +8.2% | +8.9% |
| 3M | -21.5% | -1.2% | -20.4% | -20.3% |
| 6M | -26.2% | +3.3% | -29.6% | -28.7% |
| YTD | -16.5% | +12.3% | -28.9% | -26.1% |
| 1Y | +41.1% | +12.5% | +28.6% | +24.7% |
| 3Y | +97.2% | +79.2% | +18.0% | +12.4% |
| 5Y | -74.0% | +75.7% | -149.6% | -84.6% |
| All | -76.4% | +158.8% | -235.2% | -91.6% |
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 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