-99.8%
AXG vs VOO
+78.5%
-178.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -4.1% |
| 7D | -30.2% | +2.6% | -32.7% | -31.7% |
| 30D | -94.7% | -2.0% | -92.7% | -94.5% |
| 3M | -99.8% | -2.8% | -97.1% | -99.8% |
| 6M | -99.9% | +2.2% | -102.0% | -99.9% |
| YTD | -99.9% | +11.5% | -111.4% | -99.9% |
| 1Y | -99.9% | +13.5% | -113.4% | -99.9% |
| 3Y | -99.8% | +78.1% | -177.9% | -99.9% |
| All | -99.8% | +78.5% | -178.3% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling