-72.6%
VIXM vs VOO
+315.3%
-387.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | -0.6% |
| 7D | -0.4% | -0.4% | 0.0% | -0.8% |
| 30D | -6.3% | -1.4% | -4.9% | -8.0% |
| 3M | -13.2% | +3.7% | -16.9% | -8.7% |
| 6M | -18.1% | +13.0% | -31.2% | -2.8% |
| YTD | -12.4% | +12.4% | -24.8% | +3.7% |
| 1Y | -16.6% | +18.6% | -35.2% | +6.6% |
| 3Y | -28.8% | +78.1% | -106.8% | +70.4% |
| 5Y | -57.2% | +82.3% | -139.4% | +14.6% |
| 10Y | -72.6% | +322.5% | -395.1% | +233.6% |
| All | -72.6% | +315.3% | -387.9% | +233.6% |
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