+22.1%
AXTA vs VT
+66.2%
-44.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -3.3% | +0.4% | -3.8% | -3.9% |
| 30D | -6.0% | +1.0% | -7.0% | -7.1% |
| 3M | +12.6% | +2.4% | +10.2% | +9.2% |
| 6M | +13.9% | +12.0% | +1.9% | -0.8% |
| YTD | +10.7% | +15.3% | -4.6% | -7.2% |
| 1Y | +14.6% | +22.6% | -8.0% | -11.3% |
| 3Y | +26.4% | +74.7% | -48.3% | -37.5% |
| All | +22.1% | +66.2% | -44.1% | -36.9% |
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