+384.9%
AX price history and return analytics
+215.5%
+169.4%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | -0.1% |
| 7D | +2.5% | -2.3% | +4.9% | +5.8% |
| 30D | +5.7% | -5.0% | +10.6% | +13.2% |
| 3M | -9.0% | -4.9% | -4.2% | -2.8% |
| 6M | +5.3% | -1.5% | +6.8% | +6.4% |
| YTD | +7.6% | +8.5% | -0.9% | -6.0% |
| 1Y | +16.4% | +11.4% | +5.0% | -2.1% |
| 3Y | +140.8% | +70.1% | +70.7% | +9.7% |
| 5Y | +54.0% | +53.7% | +0.2% | -16.4% |
| All | +384.9% | +215.5% | +169.4% | -1.8% |
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 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