+72.4%
AXTA vs VOO
+362.1%
-289.7%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.1% |
| 7D | -3.3% | +0.1% | -3.5% | -3.4% |
| 30D | -6.0% | +0.1% | -6.1% | -6.0% |
| 3M | +12.6% | +2.0% | +10.6% | +10.3% |
| 6M | +13.9% | +13.0% | +0.9% | +0.5% |
| YTD | +10.7% | +13.6% | -2.8% | -2.9% |
| 1Y | +14.6% | +20.1% | -5.5% | -5.5% |
| 3Y | +26.4% | +77.6% | -51.2% | -31.0% |
| 5Y | +19.8% | +82.4% | -62.6% | -36.0% |
| 10Y | +23.5% | +316.8% | -293.3% | -70.1% |
| All | +72.4% | +362.1% | -289.7% | -60.6% |
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