-63.2%
AXG vs VOO
+80.9%
-144.0%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.6% |
| 7D | +0.4% | +0.1% | +0.3% | +0.4% |
| 30D | -19.4% | +0.1% | -19.5% | -19.5% |
| 3M | -35.8% | +2.0% | -37.8% | -36.5% |
| 6M | -38.8% | +13.0% | -51.8% | -42.6% |
| YTD | -45.5% | +13.6% | -59.1% | -49.2% |
| 1Y | -16.4% | +20.1% | -36.5% | -24.6% |
| All | -63.2% | +80.9% | -144.0% | -70.9% |
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 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