+33.9%
VOX price history and return analytics
+64.2%
-30.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.2% | +1.3% |
| 7D | -0.9% | -2.0% | +1.1% | +1.3% |
| 30D | +1.2% | -1.4% | +2.6% | +2.8% |
| 3M | +1.8% | +4.7% | -2.9% | -3.4% |
| 6M | -0.5% | +11.4% | -11.9% | -12.1% |
| YTD | -2.0% | +13.1% | -15.1% | -15.1% |
| 1Y | +2.7% | +19.0% | -16.4% | -16.1% |
| 3Y | +80.8% | +73.9% | +6.9% | -5.2% |
| All | +33.9% | +64.2% | -30.3% | -24.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling