+79.3%
BOX vs VOO
+347.4%
-268.1%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -3.1% | -2.9% |
| 7D | -3.7% | +0.1% | -3.8% | -3.9% |
| 30D | +14.5% | -3.3% | +17.8% | +17.7% |
| 3M | +25.3% | -2.4% | +27.7% | +27.7% |
| 6M | +61.9% | +2.6% | +59.3% | +56.8% |
| YTD | +39.3% | +11.3% | +28.0% | +24.5% |
| 1Y | +32.9% | +13.4% | +19.4% | +16.5% |
| 3Y | +64.6% | +80.3% | -15.7% | -10.5% |
| 5Y | +57.8% | +72.7% | -14.9% | -10.7% |
| 10Y | +181.6% | +310.0% | -128.4% | -39.0% |
| All | +79.3% | +347.4% | -268.1% | -64.3% |
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