-95.9%
VIXM vs VOO
+698.5%
-794.3%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -11.2% |
| 6M | -16.0% | +13.0% | -29.1% | +1.1% |
| YTD | -13.6% | +13.6% | -27.1% | +5.1% |
| 1Y | -18.8% | +20.1% | -38.9% | +7.5% |
| 3Y | -30.7% | +77.6% | -108.3% | +77.5% |
| 5Y | -56.7% | +82.4% | -139.1% | +25.8% |
| 10Y | -72.0% | +316.8% | -388.9% | +290.6% |
| All | -95.9% | +698.5% | -794.3% | +103.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling