+183.9%
VOXR vs VOO
+153.6%
+30.3%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +2.0% |
| 7D | +4.7% | -0.4% | +5.0% | +4.9% |
| 30D | +13.4% | -1.4% | +14.8% | +14.3% |
| 3M | +20.6% | +3.7% | +16.9% | +18.5% |
| 6M | -2.4% | +13.0% | -15.4% | -7.3% |
| YTD | +23.8% | +12.4% | +11.3% | +17.9% |
| 1Y | +69.1% | +18.6% | +50.5% | +58.4% |
| 3Y | +199.2% | +78.1% | +121.2% | +143.8% |
| 5Y | +173.9% | +82.3% | +91.7% | +117.4% |
| All | +183.9% | +153.6% | +30.3% | +106.4% |
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