-85.1%
AVXL vs VT
+66.2%
-151.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -4.3% | +0.4% | -4.8% | -5.2% |
| 30D | -10.6% | +1.0% | -11.6% | -12.2% |
| 3M | +1.4% | +2.4% | -1.0% | -2.7% |
| 6M | -42.8% | +12.0% | -54.8% | -53.9% |
| YTD | -19.7% | +15.3% | -35.0% | -38.8% |
| 1Y | -69.4% | +22.6% | -92.0% | -79.3% |
| 3Y | -64.0% | +74.7% | -138.7% | -87.7% |
| All | -85.1% | +66.2% | -151.2% | -93.9% |
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