+51.5%
BOX vs VOO
+356.7%
-305.2%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +28.5% |
| 6M | +33.5% | +13.0% | +20.5% | +18.1% |
| YTD | +17.7% | +13.6% | +4.1% | +3.6% |
| 1Y | +7.5% | +20.1% | -12.6% | -10.4% |
| 3Y | +32.3% | +77.6% | -45.3% | -26.6% |
| 5Y | +35.1% | +82.4% | -47.3% | -27.1% |
| 10Y | +148.9% | +316.8% | -168.0% | -46.6% |
| All | +51.5% | +356.7% | -305.2% | -70.3% |
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