+189.0%
AAXJ vs VT
+379.9%
-190.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.3% | +0.3% |
| 7D | -0.6% | +0.4% | -1.0% | -0.9% |
| 30D | -8.8% | -2.6% | -6.2% | -6.2% |
| 3M | -7.2% | -3.2% | -4.0% | -3.8% |
| 6M | -10.0% | +0.9% | -11.0% | -10.1% |
| YTD | +13.5% | +11.3% | +2.2% | +3.2% |
| 1Y | +14.7% | +14.0% | +0.7% | +1.8% |
| 3Y | +75.7% | +75.8% | -0.2% | +0.4% |
| 5Y | +34.8% | +57.8% | -23.1% | -14.7% |
| 10Y | +119.5% | +219.8% | -100.3% | -33.8% |
| All | +189.0% | +379.9% | -190.9% | -48.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling