+410.3%
AXS vs VOO
+777.9%
-367.6%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -2.0% |
| 7D | +1.0% | -2.7% | +3.8% | +2.9% |
| 30D | +11.1% | -5.4% | +16.5% | +15.3% |
| 3M | +1.9% | -4.1% | +6.0% | +4.6% |
| 6M | +7.6% | +0.7% | +6.8% | +6.1% |
| YTD | +0.3% | +8.7% | -8.5% | -6.8% |
| 1Y | +10.0% | +11.0% | -0.9% | +0.6% |
| 3Y | +107.7% | +75.5% | +32.3% | +32.8% |
| 5Y | +124.3% | +68.4% | +56.0% | +46.1% |
| 10Y | +139.2% | +315.7% | -176.5% | -22.6% |
| All | +410.3% | +777.9% | -367.6% | -20.2% |
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