+168.5%
VOXR vs VOO
+82.8%
+85.7%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +0.4% |
| 7D | +0.5% | -0.8% | +1.3% | +0.9% |
| 30D | +12.2% | -1.1% | +13.3% | +12.9% |
| 3M | +15.9% | +3.9% | +12.0% | +13.6% |
| 6M | -4.2% | +13.6% | -17.8% | -9.6% |
| YTD | +22.9% | +12.7% | +10.2% | +16.5% |
| 1Y | +65.6% | +17.6% | +48.0% | +54.7% |
| 3Y | +198.6% | +77.3% | +121.3% | +140.2% |
| All | +168.5% | +82.8% | +85.7% | +115.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling