+85.2%
ANNX vs VOO
+77.0%
+8.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.5% | -6.0% | -5.8% |
| 7D | -11.4% | -0.4% | -11.0% | -10.9% |
| 30D | -18.9% | -1.4% | -17.5% | -17.4% |
| 3M | -16.0% | +3.7% | -19.7% | -20.0% |
| 6M | -21.8% | +13.0% | -34.9% | -33.4% |
| YTD | -12.9% | +12.4% | -25.4% | -25.3% |
| 1Y | +106.1% | +18.6% | +87.5% | +66.7% |
| All | +85.2% | +77.0% | +8.2% | -9.2% |
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