+128.4%
VOX vs VT
+222.7%
-94.4%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +0.2% | +0.4% | -0.3% | -0.2% |
| 30D | +1.3% | +1.0% | +0.3% | +0.3% |
| 3M | -1.4% | +2.4% | -3.8% | -4.0% |
| 6M | -2.1% | +12.0% | -14.1% | -13.1% |
| YTD | -2.0% | +15.3% | -17.3% | -15.7% |
| 1Y | +3.3% | +22.6% | -19.3% | -16.6% |
| 3Y | +79.3% | +74.7% | +4.6% | +0.8% |
| 5Y | +32.7% | +66.1% | -33.4% | -21.1% |
| All | +128.4% | +222.7% | -94.4% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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