+249.3%
AXGN vs VT
+53.4%
+195.9%
-74.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.3% |
| 7D | +1.3% | -2.3% | +3.6% | +4.4% |
| 30D | +38.8% | -5.0% | +43.7% | +48.2% |
| 3M | +12.8% | -4.9% | +17.7% | +20.3% |
| 6M | +15.0% | -1.5% | +16.6% | +16.7% |
| YTD | +52.8% | +8.5% | +44.3% | +36.5% |
| 1Y | +108.5% | +11.4% | +97.1% | +79.6% |
| 3Y | +1,172.8% | +70.1% | +1,102.7% | +499.6% |
| All | +249.3% | +53.4% | +195.9% | +114.8% |
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