+1,027.6%
FIX vs VOO
+72.6%
+955.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -0.8% |
| 7D | +9.4% | +2.6% | +6.9% | +5.6% |
| 30D | -27.8% | -2.0% | -25.8% | -25.0% |
| 3M | -35.6% | -2.8% | -32.8% | -32.2% |
| 6M | -45.2% | +2.2% | -47.4% | -46.0% |
| YTD | +19.5% | +11.5% | +8.0% | +4.8% |
| 1Y | +24.2% | +13.5% | +10.7% | +6.8% |
| 3Y | +494.2% | +78.1% | +416.1% | +214.4% |
| All | +1,027.6% | +72.6% | +955.0% | +523.5% |
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