+80.6%
BOX vs VOO
+337.1%
-256.5%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.3% | -4.0% | -3.9% |
| 7D | -3.5% | -2.7% | -0.7% | -1.1% |
| 30D | +17.5% | -5.4% | +22.9% | +23.3% |
| 3M | +31.7% | -4.1% | +35.8% | +36.4% |
| 6M | +73.1% | +0.7% | +72.3% | +70.4% |
| YTD | +40.3% | +8.7% | +31.5% | +28.1% |
| 1Y | +34.8% | +11.0% | +23.9% | +20.8% |
| 3Y | +68.5% | +75.5% | -7.0% | -6.0% |
| 5Y | +57.0% | +68.4% | -11.4% | -8.9% |
| 10Y | +198.6% | +315.7% | -117.1% | -36.8% |
| All | +80.6% | +337.1% | -256.5% | -63.3% |
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