-3.1%
VYX vs VOO
+802.4%
-805.5%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -2.6% |
| 7D | -9.9% | -2.0% | -8.0% | -7.2% |
| 30D | +0.2% | -1.7% | +1.9% | +2.9% |
| 3M | +15.6% | +4.7% | +10.9% | +7.6% |
| 6M | +18.7% | +12.6% | +6.1% | -1.0% |
| YTD | -20.9% | +11.8% | -32.6% | -33.0% |
| 1Y | -35.4% | +17.5% | -53.0% | -49.1% |
| 3Y | -51.9% | +77.0% | -128.9% | -79.3% |
| 5Y | -66.7% | +82.6% | -149.3% | -85.9% |
| 10Y | -58.8% | +320.0% | -378.8% | -94.0% |
| All | -3.1% | +802.4% | -805.5% | -94.4% |
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