+132.8%
VOX vs VOO
+325.3%
-192.4%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | +0.3% |
| 7D | +1.0% | -0.8% | +1.8% | +1.8% |
| 30D | +3.1% | -1.1% | +4.2% | +4.2% |
| 3M | +2.2% | +3.9% | -1.7% | -1.7% |
| 6M | +0.7% | +13.6% | -12.9% | -11.4% |
| YTD | -0.9% | +12.7% | -13.6% | -12.2% |
| 1Y | +2.8% | +17.6% | -14.7% | -12.6% |
| 3Y | +80.5% | +77.3% | +3.2% | +2.0% |
| 5Y | +35.8% | +84.1% | -48.3% | -25.4% |
| All | +132.8% | +325.3% | -192.4% | -39.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling