+18.8%
PAXS vs VOO
+84.3%
-65.5%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.8% |
| 7D | -0.8% | -2.0% | +1.2% | +0.1% |
| 30D | -1.9% | -1.7% | -0.2% | -1.1% |
| 3M | +1.8% | +4.7% | -3.0% | -0.4% |
| 6M | +0.9% | +12.6% | -11.7% | -4.5% |
| YTD | -1.2% | +11.8% | -12.9% | -6.3% |
| 1Y | -3.9% | +17.5% | -21.4% | -11.0% |
| 3Y | +36.4% | +77.0% | -40.5% | +4.1% |
| All | +18.8% | +84.3% | -65.5% | -12.8% |
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