+152.3%
BOX vs VOO
+315.3%
-163.0%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.0% | +1.0% |
| 7D | -0.3% | -0.4% | +0.1% | +0.1% |
| 30D | +2.6% | -1.4% | +4.0% | +4.0% |
| 3M | +30.0% | +3.7% | +26.2% | +25.3% |
| 6M | +35.6% | +13.0% | +22.5% | +20.3% |
| YTD | +15.3% | +12.4% | +2.9% | +3.0% |
| 1Y | +2.8% | +18.6% | -15.8% | -12.8% |
| 3Y | +33.5% | +78.1% | -44.6% | -24.8% |
| 5Y | +46.1% | +82.3% | -36.1% | -19.6% |
| 10Y | +152.3% | +322.5% | -170.2% | -47.6% |
| All | +152.3% | +315.3% | -163.0% | -47.6% |
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