+351.1%
VOX price history and return analytics
+368.8%
-17.7%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | +0.4% |
| 7D | -0.1% | -0.1% | 0.0% | 0.0% |
| 30D | -0.2% | -0.7% | +0.5% | +0.4% |
| 3M | +0.6% | +4.0% | -3.4% | -2.9% |
| 6M | -1.1% | +12.3% | -13.4% | -10.7% |
| YTD | -2.4% | +14.0% | -16.4% | -13.1% |
| 1Y | +1.3% | +20.3% | -19.0% | -13.9% |
| 3Y | +80.1% | +75.4% | +4.6% | +11.3% |
| 5Y | +32.9% | +66.0% | -33.1% | -12.9% |
| 10Y | +135.4% | +228.2% | -92.8% | -9.6% |
| All | +351.1% | +368.8% | -17.7% | +23.5% |
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