+92.4%
FOXA vs VOO
+207.7%
-115.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.3% | +0.5% |
| 7D | +0.8% | -0.8% | +1.6% | +1.4% |
| 30D | +5.0% | -1.1% | +6.1% | +5.9% |
| 3M | -3.0% | +3.9% | -6.9% | -6.2% |
| 6M | +14.8% | +13.6% | +1.1% | +3.1% |
| YTD | -8.9% | +12.7% | -21.6% | -17.7% |
| 1Y | +13.3% | +17.6% | -4.3% | -1.2% |
| 3Y | +115.4% | +77.3% | +38.1% | +33.2% |
| 5Y | +95.3% | +84.1% | +11.2% | +15.9% |
| All | +92.4% | +207.7% | -115.3% | -31.7% |
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 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