-100.0%
BOXL vs VOO
+230.8%
-330.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.2% |
| 7D | -7.2% | -2.0% | -5.2% | -5.5% |
| 30D | +93.5% | -1.7% | +95.2% | +96.1% |
| 3M | +19.6% | +4.7% | +14.9% | +14.7% |
| 6M | -27.9% | +12.6% | -40.4% | -35.2% |
| YTD | -44.4% | +11.8% | -56.2% | -49.8% |
| 1Y | -90.8% | +17.5% | -108.3% | -91.9% |
| 3Y | -98.4% | +77.0% | -175.4% | -99.0% |
| 5Y | -99.8% | +82.6% | -182.4% | -99.9% |
| All | -100.0% | +230.8% | -330.8% | -100.0% |
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