-99.8%
ATXG price history and return analytics
+57.4%
-157.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +2.6% | -8.8% | +3.7% |
| 7D | -9.2% | +0.4% | -9.6% | -10.1% |
| 30D | -15.3% | -2.6% | -12.7% | -25.3% |
| 3M | -35.2% | -3.2% | -32.0% | -45.0% |
| 6M | -49.4% | +0.9% | -50.4% | -50.6% |
| YTD | -56.5% | +11.3% | -67.8% | -42.6% |
| 1Y | -62.1% | +14.0% | -76.1% | -45.8% |
| 3Y | -84.6% | +75.8% | -160.5% | +45.0% |
| 5Y | -99.8% | +57.8% | -157.6% | -100.0% |
| All | -99.8% | +57.4% | -157.1% | -100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling