+2,105.4%
FIX vs VOO
+82.6%
+2,022.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.5% |
| 7D | +6.0% | +0.1% | +5.9% | +5.8% |
| 30D | -7.2% | +0.1% | -7.3% | -7.4% |
| 3M | -15.9% | +2.0% | -17.9% | -17.7% |
| 6M | +12.7% | +13.0% | -0.3% | -4.2% |
| YTD | +72.8% | +13.6% | +59.2% | +46.1% |
| 1Y | +122.9% | +20.1% | +102.8% | +76.4% |
| 3Y | +774.3% | +77.6% | +696.8% | +354.1% |
| All | +2,105.4% | +82.6% | +2,022.9% | +1,027.7% |
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