+227.9%
AAXJ vs VT
+397.3%
-169.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | +2.3% | +0.4% | +1.9% | +1.8% |
| 30D | +5.1% | +1.0% | +4.1% | +4.1% |
| 3M | -0.5% | +2.4% | -2.9% | -2.4% |
| 6M | +19.2% | +12.0% | +7.2% | +7.3% |
| YTD | +28.8% | +15.3% | +13.5% | +12.7% |
| 1Y | +41.5% | +22.6% | +18.9% | +16.5% |
| 3Y | +90.7% | +74.7% | +16.0% | +9.3% |
| 5Y | +46.6% | +66.1% | -19.6% | -12.2% |
| 10Y | +140.3% | +225.0% | -84.7% | -28.8% |
| All | +227.9% | +397.3% | -169.4% | -43.3% |
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