+72.6%
FOX vs VOO
+205.0%
-132.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | -0.4% |
| 7D | -1.6% | -0.9% | -0.7% | -1.0% |
| 30D | +8.3% | -2.3% | +10.7% | +10.2% |
| 3M | +10.1% | -1.2% | +11.3% | +10.9% |
| 6M | -0.4% | +3.3% | -3.7% | -3.7% |
| YTD | -5.7% | +12.3% | -18.0% | -14.9% |
| 1Y | +2.1% | +12.5% | -10.4% | -8.1% |
| 3Y | +124.2% | +79.2% | +45.0% | +35.5% |
| 5Y | +69.8% | +75.7% | -5.9% | +3.6% |
| All | +72.6% | +205.0% | -132.5% | -38.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling