+2,641.7%
AXSM vs VOO
+314.0%
+2,327.7%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.1% | +1.1% |
| 7D | +2.5% | +0.5% | +1.9% | +1.9% |
| 30D | -2.3% | -0.9% | -1.4% | -1.4% |
| 3M | -11.6% | +3.9% | -15.5% | -15.0% |
| 6M | +28.0% | +14.5% | +13.5% | +11.8% |
| YTD | +13.8% | +13.0% | +0.8% | +0.5% |
| 1Y | +60.7% | +19.4% | +41.3% | +34.0% |
| 3Y | +157.7% | +78.9% | +78.8% | +40.4% |
| 5Y | +695.0% | +82.3% | +612.8% | +328.5% |
| 10Y | +2,641.7% | +314.2% | +2,327.5% | +414.1% |
| All | +2,641.7% | +314.0% | +2,327.7% | +414.1% |
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