-55.7%
AXIL vs VT
+55.3%
-110.9%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | +4.0% | -1.6% | +5.6% | +5.0% |
| 30D | -6.6% | -2.5% | -4.2% | -5.1% |
| 3M | -0.5% | -1.3% | +0.8% | +0.2% |
| 6M | -10.7% | +3.1% | -13.8% | -13.5% |
| YTD | -16.9% | +10.9% | -27.8% | -24.3% |
| 1Y | +0.3% | +12.1% | -11.7% | -9.6% |
| All | -55.7% | +55.3% | -110.9% | -68.7% |
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 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