+218.8%
AAXJ price history and return analytics
+387.5%
-168.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.5% | -1.5% |
| 7D | -0.9% | -2.0% | +1.1% | +1.2% |
| 30D | +2.3% | -1.4% | +3.7% | +3.8% |
| 3M | +3.9% | +4.7% | -0.8% | -0.5% |
| 6M | +16.5% | +11.4% | +5.2% | +5.5% |
| YTD | +25.2% | +13.1% | +12.2% | +11.8% |
| 1Y | +32.6% | +19.0% | +13.6% | +12.4% |
| 3Y | +89.7% | +73.9% | +15.7% | +9.2% |
| 5Y | +43.8% | +65.4% | -21.6% | -13.4% |
| 10Y | +135.5% | +225.4% | -89.9% | -30.3% |
| All | +218.8% | +387.5% | -168.7% | -43.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling