+72.2%
FOX vs VOO
+202.2%
-130.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.3% | -0.7% | -0.1% |
| 7D | +8.1% | +0.1% | +8.1% | +8.0% |
| 30D | +8.3% | -3.3% | +11.6% | +11.1% |
| 3M | +6.6% | -2.4% | +9.0% | +8.5% |
| 6M | +7.4% | +2.6% | +4.8% | +4.5% |
| YTD | -5.8% | +11.3% | -17.1% | -14.4% |
| 1Y | +2.8% | +13.4% | -10.7% | -8.2% |
| 3Y | +126.8% | +80.3% | +46.5% | +36.3% |
| 5Y | +71.8% | +72.7% | -0.9% | +6.3% |
| All | +72.2% | +202.2% | -130.0% | -37.7% |
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 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