+112.1%
AXSM vs VOO
+75.5%
+36.6%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.3% | +1.7% | +1.8% |
| 7D | -8.4% | -2.7% | -5.6% | -6.4% |
| 30D | -23.5% | -5.4% | -18.1% | -20.3% |
| 3M | -37.0% | -4.1% | -32.9% | -35.1% |
| 6M | -40.5% | +0.7% | -41.3% | -41.0% |
| YTD | -27.5% | +8.7% | -36.2% | -32.2% |
| 1Y | -5.0% | +11.0% | -16.0% | -12.7% |
| 3Y | +112.1% | +75.5% | +36.6% | +26.4% |
| All | +112.1% | +75.5% | +36.6% | +26.4% |
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