+179.0%
VOXR vs VT
+128.0%
+51.0%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.2% |
| 7D | +6.9% | +1.0% | +5.9% | +6.3% |
| 30D | +13.7% | -0.2% | +13.9% | +14.0% |
| 3M | +12.7% | +4.5% | +8.2% | +9.7% |
| 6M | -6.2% | +14.1% | -20.3% | -12.7% |
| YTD | +21.6% | +14.8% | +6.9% | +13.3% |
| 1Y | +61.1% | +21.2% | +39.9% | +46.7% |
| 3Y | +194.1% | +76.6% | +117.5% | +127.9% |
| 5Y | +171.5% | +66.6% | +104.9% | +110.4% |
| All | +179.0% | +128.0% | +51.0% | +97.1% |
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