+77.3%
VOO vs FOXA
+117.6%
-40.3%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.3% | +0.7% |
| 7D | -0.8% | +0.8% | -1.6% | -0.9% |
| 30D | -1.1% | +5.0% | -6.1% | -1.9% |
| 3M | +3.9% | -3.0% | +6.9% | +4.1% |
| 6M | +13.6% | +14.8% | -1.1% | +9.4% |
| YTD | +12.7% | -8.9% | +21.6% | +14.7% |
| 1Y | +17.6% | +13.3% | +4.3% | +12.5% |
| 3Y | +77.3% | +115.4% | -38.1% | +47.9% |
| All | +77.3% | +117.6% | -40.3% | +47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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