-87.0%
ATXG price history and return analytics
+76.6%
-163.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.0% |
| 7D | +5.4% | +1.0% | +4.4% | +4.9% |
| 30D | -8.7% | -0.2% | -8.5% | -8.7% |
| 3M | -23.5% | +4.5% | -28.0% | -25.4% |
| 6M | -9.3% | +14.1% | -23.4% | -16.9% |
| YTD | -38.7% | +14.8% | -53.5% | -43.8% |
| 1Y | -56.6% | +21.2% | -77.8% | -61.1% |
| 3Y | -87.0% | +76.6% | -163.5% | -90.0% |
| All | -87.0% | +76.6% | -163.6% | -90.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling