+384.7%
AXS vs VOO
+817.1%
-432.3%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | +1.6% | +0.1% | +1.5% | +1.5% |
| 30D | -3.0% | +0.1% | -3.0% | -3.1% |
| 3M | +6.5% | +2.0% | +4.5% | +4.6% |
| 6M | -1.8% | +13.0% | -14.8% | -10.7% |
| YTD | -4.8% | +13.6% | -18.3% | -13.9% |
| 1Y | +2.7% | +20.1% | -17.4% | -11.2% |
| 3Y | +91.8% | +77.6% | +14.2% | +21.9% |
| 5Y | +135.0% | +82.4% | +52.6% | +44.6% |
| 10Y | +132.7% | +316.8% | -184.2% | -24.5% |
| All | +384.7% | +817.1% | -432.3% | -26.3% |
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