+178.9%
AAXJ vs VOO
+810.0%
-631.1%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.5% |
| 7D | -1.6% | -0.8% | -0.8% | -0.9% |
| 30D | +1.9% | -1.1% | +2.9% | +2.8% |
| 3M | +0.7% | +3.9% | -3.2% | -2.4% |
| 6M | +17.4% | +13.6% | +3.8% | +5.6% |
| YTD | +26.8% | +12.7% | +14.1% | +15.0% |
| 1Y | +32.3% | +17.6% | +14.7% | +15.7% |
| 3Y | +90.0% | +77.3% | +12.7% | +14.5% |
| 5Y | +45.6% | +84.1% | -38.5% | -16.3% |
| 10Y | +138.5% | +323.5% | -185.1% | -41.6% |
| All | +178.9% | +810.0% | -631.1% | -70.6% |
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