+180.5%
VOXR vs VT
+129.2%
+51.3%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.8% | -0.8% |
| 7D | +3.4% | +0.4% | +3.0% | +3.2% |
| 30D | +16.8% | +1.0% | +15.9% | +16.2% |
| 3M | +0.7% | +2.4% | -1.7% | -0.5% |
| 6M | -6.8% | +12.0% | -18.8% | -12.4% |
| YTD | +22.3% | +15.3% | +6.9% | +13.5% |
| 1Y | +70.0% | +22.6% | +47.4% | +53.8% |
| 3Y | +185.9% | +74.7% | +111.2% | +122.3% |
| 5Y | +177.9% | +66.1% | +111.8% | +115.3% |
| All | +180.5% | +129.2% | +51.3% | +97.5% |
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