+36.9%
BOX vs VOO
+82.6%
-45.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.8% | -1.8% |
| 7D | +0.6% | +0.1% | +0.5% | +0.5% |
| 30D | +10.0% | +0.1% | +9.9% | +10.0% |
| 3M | +31.5% | +2.0% | +29.4% | +29.1% |
| 6M | +33.5% | +13.0% | +20.5% | +20.3% |
| YTD | +17.7% | +13.6% | +4.1% | +5.6% |
| 1Y | +7.5% | +20.1% | -12.6% | -8.1% |
| 3Y | +32.3% | +77.6% | -45.3% | -22.9% |
| All | +36.9% | +82.6% | -45.7% | -22.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling