+47.3%
AAXJ vs VT
+66.2%
-18.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.5% |
| 7D | +2.8% | +1.0% | +1.8% | +1.7% |
| 30D | +5.3% | -0.2% | +5.5% | +5.5% |
| 3M | +4.8% | +4.5% | +0.3% | +0.7% |
| 6M | +22.4% | +14.1% | +8.3% | +8.9% |
| YTD | +28.8% | +14.8% | +14.0% | +14.1% |
| 1Y | +38.3% | +21.2% | +17.1% | +16.7% |
| 3Y | +95.0% | +76.6% | +18.5% | +17.4% |
| 5Y | +47.3% | +66.6% | -19.3% | -6.9% |
| All | +47.3% | +66.2% | -18.9% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling