+40.0%
AXR vs VOO
+67.9%
-27.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.4% |
| 7D | +2.8% | -2.7% | +5.5% | +4.1% |
| 30D | +4.1% | -5.4% | +9.5% | +7.0% |
| 3M | -2.9% | -4.1% | +1.2% | -0.9% |
| 6M | -21.0% | +0.7% | -21.7% | -21.6% |
| YTD | +14.1% | +8.7% | +5.4% | +8.8% |
| 1Y | +4.6% | +11.0% | -6.4% | -1.2% |
| 3Y | +31.3% | +75.5% | -44.2% | +2.5% |
| All | +40.0% | +67.9% | -27.9% | +15.6% |
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