+140.3%
VOXR vs VT
+115.6%
+24.7%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | +7.4% | -2.3% | +9.7% | +9.1% |
| 30D | -1.8% | -5.0% | +3.2% | +1.6% |
| 3M | -0.7% | -4.9% | +4.2% | +2.8% |
| 6M | -15.1% | -1.5% | -13.6% | -13.7% |
| YTD | +4.8% | +8.5% | -3.7% | +1.4% |
| 1Y | +28.0% | +11.4% | +16.6% | +22.5% |
| 3Y | +155.7% | +70.1% | +85.6% | +104.4% |
| 5Y | +88.1% | +53.7% | +34.4% | +52.5% |
| All | +140.3% | +115.6% | +24.7% | +76.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling