+20.2%
FOXY vs VOO
+28.2%
-8.0%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.9% | -1.1% |
| 7D | -2.0% | +2.6% | -4.6% | -2.7% |
| 30D | -5.0% | -2.0% | -3.1% | -4.6% |
| 3M | -4.1% | -2.8% | -1.4% | -3.5% |
| 6M | -6.2% | +2.2% | -8.3% | -6.9% |
| YTD | +4.0% | +11.5% | -7.6% | +0.3% |
| 1Y | +1.8% | +13.5% | -11.7% | -2.4% |
| All | +20.2% | +28.2% | -8.0% | +5.5% |
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 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