+46.4%
AXTA vs VOO
+317.9%
-271.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.3% | +0.6% | +0.4% |
| 7D | +4.7% | +0.1% | +4.6% | +4.6% |
| 30D | +15.0% | -3.3% | +18.3% | +19.2% |
| 3M | -1.7% | -2.4% | +0.7% | +0.8% |
| 6M | +28.8% | +2.6% | +26.2% | +25.2% |
| YTD | +16.2% | +11.3% | +4.9% | +3.7% |
| 1Y | +29.5% | +13.4% | +16.0% | +13.0% |
| 3Y | +28.3% | +80.3% | -52.0% | -32.1% |
| 5Y | +16.4% | +72.7% | -56.3% | -35.0% |
| 10Y | +46.4% | +310.0% | -263.7% | -68.0% |
| All | +46.4% | +317.9% | -271.5% | -68.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling