-95.9%
VIXM vs VOO
+686.9%
-782.8%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +0.8% |
| 7D | -3.8% | +3.3% | -7.1% | +0.9% |
| 30D | +3.9% | -2.7% | +6.5% | +0.6% |
| 3M | -7.0% | -1.7% | -5.2% | -8.6% |
| 6M | -16.8% | +3.1% | -19.9% | -12.2% |
| YTD | -13.8% | +11.9% | -25.7% | +3.4% |
| 1Y | -19.4% | +12.1% | -31.5% | -3.0% |
| 3Y | -27.4% | +78.6% | -106.0% | +86.9% |
| 5Y | -56.0% | +73.8% | -129.8% | +19.1% |
| 10Y | -69.7% | +312.3% | -382.0% | +316.8% |
| All | -95.9% | +686.9% | -782.8% | +100.3% |
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