+0.9%
AXR vs VT
+10.7%
-9.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.1% | +3.2% | +1.7% |
| 7D | 0.0% | -4.2% | +4.2% | +2.6% |
| 30D | -0.1% | -5.8% | +5.7% | +3.6% |
| 3M | -6.1% | -5.2% | -0.9% | -3.1% |
| 6M | -23.4% | +0.1% | -23.5% | -25.0% |
| YTD | +12.3% | +8.2% | +4.1% | +0.1% |
| 1Y | +0.9% | +10.1% | -9.2% | -11.6% |
| All | +0.9% | +10.7% | -9.8% | -11.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling