-67.1%
AXG vs VOO
+79.8%
-146.9%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -0.6% | -10.2% | -10.4% |
| 7D | -9.9% | +0.5% | -10.5% | -10.1% |
| 30D | -23.1% | -0.9% | -22.1% | -22.7% |
| 3M | -42.0% | +3.9% | -45.9% | -43.2% |
| 6M | -44.8% | +14.5% | -59.3% | -48.5% |
| YTD | -51.3% | +13.0% | -64.3% | -54.5% |
| 1Y | -28.6% | +19.4% | -48.0% | -35.3% |
| 3Y | -59.3% | +78.9% | -138.1% | -68.5% |
| All | -67.1% | +79.8% | -146.9% | -74.0% |
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