+2,474.7%
AXGN vs VT
+345.0%
+2,129.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.1% | -1.0% | -2.4% |
| 7D | -1.8% | -4.2% | +2.4% | +1.1% |
| 30D | +34.3% | -5.8% | +40.1% | +39.8% |
| 3M | +7.8% | -5.2% | +13.1% | +11.9% |
| 6M | +11.5% | +0.1% | +11.3% | +11.3% |
| YTD | +48.9% | +8.2% | +40.7% | +41.6% |
| 1Y | +108.5% | +10.1% | +98.4% | +95.9% |
| 3Y | +1,106.7% | +69.7% | +1,037.0% | +764.9% |
| 5Y | +254.8% | +53.4% | +201.4% | +175.3% |
| 10Y | +505.6% | +219.2% | +286.4% | +254.4% |
| All | +2,474.7% | +345.0% | +2,129.7% | +1,684.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling