+91.4%
AXR vs VOO
+817.1%
-725.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | +0.3% | +0.1% | +0.2% | +0.2% |
| 30D | +2.8% | +0.1% | +2.8% | +2.8% |
| 3M | -10.2% | +2.0% | -12.3% | -10.9% |
| 6M | -9.9% | +13.0% | -23.0% | -13.6% |
| YTD | +23.1% | +13.6% | +9.5% | +18.0% |
| 1Y | +11.3% | +20.1% | -8.8% | +4.9% |
| 3Y | +40.2% | +77.6% | -37.3% | +18.0% |
| 5Y | +46.0% | +82.4% | -36.4% | +21.3% |
| 10Y | +285.0% | +316.8% | -31.8% | +158.5% |
| All | +91.4% | +817.1% | -725.7% | +2.3% |
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