-14.6%
VYX vs VOO
+14.7%
-29.3%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.6% | +5.5% | +5.2% |
| 7D | +18.5% | -0.7% | +19.2% | +19.4% |
| 30D | +37.9% | -1.1% | +38.9% | +39.5% |
| 3M | +6.2% | -0.3% | +6.5% | +6.7% |
| 6M | +31.2% | +7.4% | +23.8% | +18.9% |
| YTD | -7.5% | +13.4% | -20.9% | -20.9% |
| 1Y | -14.6% | +14.8% | -29.4% | -28.4% |
| All | -14.6% | +14.7% | -29.3% | -28.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling