-30.4%
VIXM vs VOO
+80.9%
-111.2%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -1.3% |
| 7D | -3.4% | +0.1% | -3.5% | -3.2% |
| 30D | -7.0% | +0.1% | -7.1% | -7.0% |
| 3M | -13.8% | +2.0% | -15.9% | -11.1% |
| 6M | -16.0% | +13.0% | -29.1% | +2.8% |
| YTD | -13.6% | +13.6% | -27.1% | +7.0% |
| 1Y | -18.8% | +20.1% | -38.9% | +10.8% |
| All | -30.4% | +80.9% | -111.2% | +107.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling