+378.4%
AXGN vs VT
+57.0%
+321.4%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.2% | +1.3% |
| 7D | +11.8% | +2.4% | +9.5% | +8.7% |
| 30D | +59.2% | -1.5% | +60.7% | +62.7% |
| 3M | +16.4% | -4.1% | +20.5% | +23.0% |
| 6M | +38.8% | +0.6% | +38.3% | +37.5% |
| YTD | +70.9% | +11.0% | +59.8% | +48.4% |
| 1Y | +132.7% | +13.3% | +119.3% | +96.4% |
| 3Y | +986.0% | +73.4% | +912.6% | +400.5% |
| All | +378.4% | +57.0% | +321.4% | +187.8% |
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