+138.9%
AXSM vs VOO
+78.5%
+60.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.6% |
| 7D | +7.0% | +2.6% | +4.5% | +5.1% |
| 30D | -12.7% | -2.0% | -10.7% | -11.3% |
| 3M | -33.7% | -2.8% | -30.9% | -32.3% |
| 6M | -39.8% | +2.2% | -42.0% | -40.9% |
| YTD | -22.4% | +11.5% | -33.9% | -28.9% |
| 1Y | +3.1% | +13.5% | -10.4% | -6.9% |
| 3Y | +138.9% | +78.1% | +60.8% | +25.1% |
| All | +138.9% | +78.5% | +60.4% | +25.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling