+314.2%
VOO vs FIX
+5,976.4%
-5,662.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -2.9% | -1.1% |
| 7D | +0.5% | +6.1% | -5.5% | -0.8% |
| 30D | -0.9% | -2.7% | +1.7% | -0.6% |
| 3M | +3.9% | -10.9% | +14.8% | +5.5% |
| 6M | +14.5% | +29.0% | -14.5% | +5.6% |
| YTD | +13.0% | +76.9% | -63.9% | -4.3% |
| 1Y | +19.4% | +130.7% | -111.3% | -6.4% |
| 3Y | +78.9% | +790.7% | -711.8% | -9.1% |
| 5Y | +82.3% | +2,185.6% | -2,103.3% | -31.0% |
| 10Y | +314.2% | +5,993.3% | -5,679.1% | +21.5% |
| All | +314.2% | +5,976.4% | -5,662.2% | +21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 FIX 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