+40.9%
AXTA vs VOO
+311.2%
-270.3%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -1.4% |
| 7D | +0.2% | +3.3% | -3.1% | -3.2% |
| 30D | +8.6% | -2.7% | +11.3% | +11.7% |
| 3M | -2.3% | -1.7% | -0.6% | -0.5% |
| 6M | +31.0% | +3.1% | +27.9% | +26.7% |
| YTD | +12.7% | +11.9% | +0.7% | 0.0% |
| 1Y | +24.2% | +12.1% | +12.1% | +9.8% |
| 3Y | +22.3% | +78.6% | -56.3% | -34.5% |
| 5Y | +10.5% | +73.8% | -63.3% | -38.8% |
| All | +40.9% | +311.2% | -270.3% | -69.2% |
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