+127.1%
AXS vs VOO
+314.0%
-186.9%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.1% |
| 7D | -1.2% | +0.5% | -1.7% | -1.6% |
| 30D | -4.7% | -0.9% | -3.8% | -4.1% |
| 3M | +2.9% | +3.9% | -1.0% | -0.1% |
| 6M | -3.5% | +14.5% | -18.0% | -13.0% |
| YTD | -7.1% | +13.0% | -20.1% | -15.6% |
| 1Y | +1.4% | +19.4% | -18.0% | -11.9% |
| 3Y | +94.3% | +78.9% | +15.4% | +22.8% |
| 5Y | +128.8% | +82.3% | +46.5% | +40.7% |
| 10Y | +127.1% | +314.2% | -187.1% | -23.9% |
| All | +127.1% | +314.0% | -186.9% | -23.9% |
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 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