+165.0%
VOXR vs SPY
+79.8%
+85.3%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.2% |
| 7D | -1.2% | -2.0% | +0.8% | -0.2% |
| 30D | +10.6% | -1.7% | +12.2% | +11.6% |
| 3M | +23.0% | +4.7% | +18.3% | +20.2% |
| 6M | -5.9% | +12.5% | -18.4% | -10.7% |
| YTD | +21.9% | +11.7% | +10.1% | +16.2% |
| 1Y | +66.0% | +17.5% | +48.5% | +55.6% |
| 3Y | +194.6% | +76.6% | +118.0% | +138.1% |
| 5Y | +165.0% | +82.0% | +83.0% | +113.8% |
| All | +165.0% | +79.8% | +85.3% | +113.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 5y: compounded portfolio wealth divided by compounded SPY 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…
5y analysis · Full analysis span regression · 6 months rolling