-56.6%
VIXM vs VOO
+82.3%
-139.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +1.9% | +0.6% |
| 7D | -0.9% | +0.5% | -1.4% | -0.2% |
| 30D | -6.8% | -0.9% | -5.8% | -7.9% |
| 3M | -12.8% | +3.9% | -16.7% | -8.2% |
| 6M | -19.5% | +14.5% | -34.1% | -3.0% |
| YTD | -12.4% | +13.0% | -25.3% | +4.1% |
| 1Y | -17.2% | +19.4% | -36.6% | +6.6% |
| 3Y | -28.8% | +78.9% | -107.6% | +64.6% |
| 5Y | -56.6% | +82.3% | -138.9% | +5.6% |
| All | -56.6% | +82.3% | -139.0% | +5.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling