+3.6%
AXIN vs VOO
+23.7%
-20.1%
-1.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | 0.0% |
| 7D | 0.0% | +0.5% | -0.6% | -0.1% |
| 30D | +0.6% | -0.9% | +1.5% | +0.6% |
| 3M | -0.9% | +3.9% | -4.8% | -0.9% |
| 6M | +1.8% | +14.5% | -12.8% | +1.8% |
| YTD | +2.7% | +13.0% | -10.3% | +2.7% |
| 1Y | +3.7% | +19.4% | -15.8% | +3.9% |
| All | +3.6% | +23.7% | -20.1% | +4.1% |
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