-13.0%
AVXL price history and return analytics
+229.8%
-242.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -2.8% |
| 7D | -8.4% | -1.1% | -7.3% | -6.8% |
| 30D | -23.2% | -1.0% | -22.2% | -21.9% |
| 3M | +4.8% | +3.2% | +1.6% | +0.2% |
| 6M | -43.7% | +12.5% | -56.1% | -52.6% |
| YTD | -26.4% | +14.1% | -40.5% | -39.3% |
| 1Y | -72.7% | +18.9% | -91.6% | -78.7% |
| 3Y | -66.2% | +74.1% | -140.3% | -84.5% |
| 5Y | -86.0% | +66.9% | -152.9% | -92.8% |
| All | -13.0% | +229.8% | -242.7% | -82.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling