+77.4%
AXR vs VOO
+777.9%
-700.4%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.5% |
| 7D | +2.8% | -2.7% | +5.5% | +3.7% |
| 30D | +4.1% | -5.4% | +9.5% | +6.0% |
| 3M | -2.9% | -4.1% | +1.2% | -1.6% |
| 6M | -21.0% | +0.7% | -21.7% | -21.3% |
| YTD | +14.1% | +8.7% | +5.4% | +10.9% |
| 1Y | +4.6% | +11.0% | -6.4% | +1.0% |
| 3Y | +31.3% | +75.5% | -44.2% | +11.1% |
| 5Y | +43.1% | +68.4% | -25.3% | +21.7% |
| 10Y | +216.4% | +315.7% | -99.3% | +113.2% |
| All | +77.4% | +777.9% | -700.4% | -3.9% |
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