+128.5%
AXS vs VT
+53.2%
+75.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.1% | +4.2% | +2.4% |
| 7D | +4.9% | -4.2% | +9.1% | +7.3% |
| 30D | +12.2% | -5.8% | +18.0% | +15.8% |
| 3M | +4.0% | -5.2% | +9.3% | +6.9% |
| 6M | +10.2% | +0.1% | +10.1% | +9.0% |
| YTD | +2.1% | +8.2% | -6.1% | -4.3% |
| 1Y | +13.0% | +10.1% | +2.9% | +4.5% |
| 3Y | +108.9% | +69.7% | +39.2% | +41.8% |
| 5Y | +128.5% | +53.4% | +75.1% | +63.7% |
| All | +128.5% | +53.2% | +75.3% | +63.7% |
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 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