+2,264.8%
AXSM vs VOO
+343.8%
+1,921.0%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.4% |
| 7D | +3.8% | +0.1% | +3.7% | +3.7% |
| 30D | -2.9% | +0.1% | -3.0% | -2.9% |
| 3M | -10.7% | +2.0% | -12.7% | -12.6% |
| 6M | +26.0% | +13.0% | +12.9% | +11.6% |
| YTD | +13.2% | +13.6% | -0.4% | -0.4% |
| 1Y | +66.1% | +20.1% | +46.1% | +38.1% |
| 3Y | +153.0% | +77.6% | +75.4% | +40.3% |
| 5Y | +674.4% | +82.4% | +591.9% | +321.4% |
| 10Y | +2,742.9% | +316.8% | +2,426.1% | +604.9% |
| All | +2,264.8% | +343.8% | +1,921.0% | +405.5% |
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