+188.1%
BOX vs VOO
+306.9%
-118.8%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.5% |
| 7D | -1.1% | -0.6% | -0.5% | -0.7% |
| 30D | +16.9% | -3.6% | +20.6% | +20.5% |
| 3M | +26.6% | -2.7% | +29.4% | +29.3% |
| 6M | +65.4% | +2.2% | +63.2% | +60.8% |
| YTD | +42.3% | +10.9% | +31.4% | +28.1% |
| 1Y | +33.2% | +11.3% | +21.8% | +19.4% |
| 3Y | +66.4% | +76.9% | -10.5% | -6.0% |
| 5Y | +64.8% | +73.5% | -8.7% | -5.4% |
| 10Y | +188.1% | +307.7% | -119.6% | -31.4% |
| All | +188.1% | +306.9% | -118.8% | -31.4% |
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 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