+2.5%
AXSM vs VOO
+11.8%
-9.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -2.9% | -3.0% |
| 7D | +11.2% | +3.3% | +8.0% | +9.0% |
| 30D | -7.6% | -2.7% | -5.0% | -6.1% |
| 3M | -32.7% | -1.7% | -31.0% | -32.0% |
| 6M | -35.6% | +3.1% | -38.7% | -37.0% |
| YTD | -21.0% | +11.9% | -32.9% | -28.3% |
| 1Y | +2.5% | +12.1% | -9.6% | -7.8% |
| All | +2.5% | +11.8% | -9.3% | -7.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling