+207.8%
VOO vs FOXA
+90.3%
+117.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | +0.5% | -0.6% | +1.2% | +0.7% |
| 30D | -0.9% | +2.3% | -3.3% | -1.7% |
| 3M | +3.9% | -2.8% | +6.7% | +3.6% |
| 6M | +14.5% | +9.6% | +4.9% | +9.8% |
| YTD | +13.0% | -9.9% | +22.8% | +14.6% |
| 1Y | +19.4% | +5.4% | +14.1% | +14.9% |
| 3Y | +78.9% | +115.3% | -36.4% | +35.7% |
| 5Y | +82.3% | +93.1% | -10.8% | +40.8% |
| All | +207.8% | +90.3% | +117.6% | +111.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling