+10,886.6%
FIX vs VOO
+777.9%
+10,108.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.3% | +5.1% | +5.0% |
| 7D | -17.5% | -2.7% | -14.7% | -14.2% |
| 30D | -41.6% | -5.4% | -36.2% | -36.6% |
| 3M | -40.6% | -4.1% | -36.5% | -36.8% |
| 6M | -49.4% | +0.7% | -50.1% | -49.1% |
| YTD | +9.2% | +8.7% | +0.5% | 0.0% |
| 1Y | +6.5% | +11.0% | -4.5% | -4.6% |
| 3Y | +448.7% | +75.5% | +373.3% | +186.0% |
| 5Y | +948.7% | +68.4% | +880.4% | +474.1% |
| 10Y | +3,659.7% | +315.7% | +3,344.0% | +511.4% |
| All | +10,886.6% | +777.9% | +10,108.7% | +464.4% |
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