+322.8%
AX vs VOO
+306.9%
+15.9%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.5% | -1.4% |
| 7D | -1.0% | -0.6% | -0.4% | -0.4% |
| 30D | +4.2% | -3.6% | +7.9% | +9.1% |
| 3M | -7.1% | -2.7% | -4.3% | -4.0% |
| 6M | +6.0% | +2.2% | +3.7% | +2.0% |
| YTD | +7.0% | +10.9% | -3.9% | -7.8% |
| 1Y | +12.5% | +11.3% | +1.2% | -3.6% |
| 3Y | +154.4% | +76.9% | +77.5% | +16.5% |
| 5Y | +51.7% | +73.5% | -21.8% | -27.1% |
| 10Y | +322.8% | +307.7% | +15.1% | -44.5% |
| All | +322.8% | +306.9% | +15.9% | -44.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling