+132.7%
AXS vs VOO
+317.9%
-185.2%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.8% | -1.1% |
| 7D | -0.1% | +0.1% | -0.2% | -0.3% |
| 30D | +10.1% | -3.3% | +13.4% | +12.4% |
| 3M | +3.4% | -2.4% | +5.8% | +4.8% |
| 6M | +8.1% | +2.6% | +5.5% | +5.3% |
| YTD | +0.8% | +11.3% | -10.5% | -7.8% |
| 1Y | +8.4% | +13.4% | -5.0% | -2.4% |
| 3Y | +110.6% | +80.3% | +30.3% | +31.8% |
| 5Y | +128.6% | +72.7% | +55.9% | +46.0% |
| 10Y | +132.7% | +310.0% | -177.4% | -20.7% |
| All | +132.7% | +317.9% | -185.2% | -20.7% |
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