+1,432.7%
AXSM vs VOO
+334.8%
+1,098.0%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.3% | -1.1% | -1.1% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | -20.4% | -3.3% | -17.1% | -17.9% |
| 3M | -37.0% | -2.4% | -34.6% | -35.6% |
| 6M | -38.4% | +2.6% | -41.0% | -40.1% |
| YTD | -26.7% | +11.3% | -37.9% | -34.2% |
| 1Y | -3.0% | +13.4% | -16.5% | -14.8% |
| 3Y | +123.0% | +80.3% | +42.8% | +21.7% |
| 5Y | +228.6% | +72.7% | +155.9% | +88.7% |
| 10Y | +2,026.3% | +310.0% | +1,716.3% | +435.2% |
| All | +1,432.7% | +334.8% | +1,098.0% | +233.8% |
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 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