-70.6%
AXTX vs VLTO
+8.2%
-78.7%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +25.3% | -0.8% | +26.1% | +21.4% |
| 7D | +49.3% | -1.6% | +50.9% | +40.8% |
| 30D | -49.1% | -2.9% | -46.3% | -55.4% |
| 3M | -72.6% | +12.7% | -85.2% | -44.2% |
| All | -70.6% | +8.2% | -78.7% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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 · Available span rolling