+3.9%
VT vs AXTX
-92.7%
+96.7%
-6.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -8.1% | +7.8% | -0.1% |
| 7D | +2.4% | +9.8% | -7.5% | +1.9% |
| 30D | -1.5% | -65.3% | +63.8% | -0.4% |
| 3M | -4.1% | -83.3% | +79.2% | -2.5% |
| 6M | +0.6% | -97.0% | +97.5% | +1.6% |
| All | +3.9% | -92.7% | +96.7% | +5.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling