+104.3%
ANNX vs VOO
+78.4%
+25.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.3% | -1.6% | -2.5% |
| 7D | +7.4% | +0.1% | +7.3% | +7.5% |
| 30D | +5.2% | -3.3% | +8.5% | +10.5% |
| 3M | -21.8% | -2.4% | -19.4% | -19.0% |
| 6M | -25.7% | +2.6% | -28.3% | -28.1% |
| YTD | -15.7% | +11.3% | -27.0% | -26.9% |
| 1Y | +46.9% | +13.4% | +33.4% | +24.2% |
| 3Y | +104.3% | +80.3% | +24.1% | -7.7% |
| All | +104.3% | +78.4% | +25.9% | -7.7% |
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 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