+129.3%
AXS vs VOO
+72.6%
+56.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.6% |
| 7D | +2.6% | +2.6% | 0.0% | +1.2% |
| 30D | +10.9% | -2.0% | +12.9% | +11.8% |
| 3M | +9.2% | -2.8% | +12.0% | +10.6% |
| 6M | +12.8% | +2.2% | +10.6% | +10.7% |
| YTD | +2.9% | +11.5% | -8.7% | -4.3% |
| 1Y | +7.3% | +13.5% | -6.2% | -1.3% |
| 3Y | +110.1% | +78.1% | +32.0% | +43.6% |
| All | +129.3% | +72.6% | +56.8% | +54.3% |
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 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