+340.0%
VOX vs VOO
+812.0%
-472.0%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.2% |
| 7D | +1.6% | +0.5% | +1.0% | +1.1% |
| 30D | +0.5% | -0.9% | +1.4% | +1.4% |
| 3M | +0.9% | +3.9% | -3.0% | -2.7% |
| 6M | -0.6% | +14.5% | -15.2% | -12.6% |
| YTD | -2.2% | +13.0% | -15.2% | -12.9% |
| 1Y | +2.4% | +19.4% | -17.1% | -13.4% |
| 3Y | +80.4% | +78.9% | +1.5% | +4.8% |
| 5Y | +32.7% | +82.3% | -49.6% | -23.5% |
| 10Y | +128.0% | +314.2% | -186.2% | -34.3% |
| All | +340.0% | +812.0% | -472.0% | -34.1% |
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