+210.9%
AXR vs VOO
+314.0%
-103.1%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | +0.4% | +0.5% | -0.1% | +0.2% |
| 30D | +3.0% | -0.9% | +3.9% | +3.3% |
| 3M | -11.2% | +3.9% | -15.0% | -12.5% |
| 6M | -6.5% | +14.5% | -21.0% | -11.2% |
| YTD | +22.4% | +13.0% | +9.4% | +16.9% |
| 1Y | +7.0% | +19.4% | -12.5% | +0.3% |
| 3Y | +32.9% | +78.9% | -46.0% | +9.6% |
| 5Y | +37.9% | +82.3% | -44.4% | +12.6% |
| 10Y | +210.9% | +314.2% | -103.3% | +89.4% |
| All | +210.9% | +314.0% | -103.1% | +89.4% |
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