-78.6%
AVXL vs VT
+74.1%
-152.7%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.6% | +3.5% | +1.3% |
| 7D | +7.0% | +0.4% | +6.7% | +7.1% |
| 30D | -18.1% | -2.6% | -15.5% | -13.3% |
| 3M | -63.5% | -3.2% | -60.2% | -60.9% |
| 6M | -62.1% | +0.9% | -63.1% | -62.1% |
| YTD | -65.7% | +11.3% | -77.0% | -71.3% |
| 1Y | -83.3% | +14.0% | -97.3% | -86.5% |
| 3Y | -78.6% | +75.8% | -154.5% | -94.7% |
| All | -78.6% | +74.1% | -152.7% | -94.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling