+55.5%
AX vs VOO
+72.0%
-16.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.3% | -1.0% | -1.6% |
| 7D | -0.8% | +0.1% | -0.9% | -1.2% |
| 30D | +6.2% | -3.3% | +9.5% | +10.6% |
| 3M | -6.1% | -2.4% | -3.7% | -3.5% |
| 6M | +8.0% | +2.6% | +5.4% | +3.5% |
| YTD | +9.0% | +11.3% | -2.3% | -6.3% |
| 1Y | +16.0% | +13.4% | +2.6% | -2.9% |
| 3Y | +154.2% | +80.3% | +73.9% | +12.8% |
| 5Y | +55.5% | +72.7% | -17.2% | -27.3% |
| All | +55.5% | +72.0% | -16.5% | -27.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling