+343.2%
AX vs VT
+224.5%
+118.7%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +1.0% | +1.0% |
| 7D | +0.1% | +0.4% | -0.3% | -0.5% |
| 30D | -5.6% | +1.0% | -6.6% | -6.9% |
| 3M | +11.7% | +2.4% | +9.4% | +7.4% |
| 6M | +8.7% | +12.0% | -3.3% | -8.5% |
| YTD | +13.7% | +15.3% | -1.7% | -8.4% |
| 1Y | +6.3% | +22.6% | -16.3% | -21.7% |
| 3Y | +122.0% | +74.7% | +47.3% | -1.5% |
| 5Y | +107.7% | +66.1% | +41.6% | +1.6% |
| All | +343.2% | +224.5% | +118.7% | -13.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling