-72.6%
ANNX vs VOO
+161.7%
-234.3%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.0% |
| 7D | -2.0% | +0.1% | -2.1% | -2.2% |
| 30D | -9.3% | +0.1% | -9.4% | -9.4% |
| 3M | -10.6% | +2.0% | -12.7% | -12.6% |
| 6M | -12.9% | +13.0% | -25.9% | -23.5% |
| YTD | -3.0% | +13.6% | -16.6% | -15.3% |
| 1Y | +126.5% | +20.1% | +106.4% | +87.4% |
| 3Y | +67.4% | +77.6% | -10.2% | -4.1% |
| 5Y | -71.6% | +82.4% | -154.0% | -83.7% |
| All | -72.6% | +161.7% | -234.3% | -90.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling