+3.8%
VT vs AXTX
-87.1%
+90.9%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +14.0% | -13.9% | -0.2% |
| 7D | -1.6% | -26.0% | +24.4% | -1.2% |
| 30D | -2.5% | -69.4% | +66.9% | -0.9% |
| 3M | -1.3% | -65.2% | +63.9% | -0.8% |
| 6M | +3.1% | -91.6% | +94.7% | +3.8% |
| All | +3.8% | -87.1% | +90.9% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTX.
Daily Out/Under-Performance
Portfolio return minus AXTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTX 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 AXTX 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