+5,072.6%
AX price history and return analytics
+345.0%
+4,727.6%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.1% | +1.8% | +1.3% |
| 7D | -0.1% | -4.2% | +4.1% | +3.6% |
| 30D | +3.9% | -5.8% | +9.7% | +9.2% |
| 3M | -10.9% | -5.2% | -5.7% | -6.8% |
| 6M | +6.1% | +0.1% | +6.0% | +5.5% |
| YTD | +7.3% | +8.2% | -0.9% | -0.3% |
| 1Y | +14.5% | +10.1% | +4.4% | +4.8% |
| 3Y | +127.2% | +69.7% | +57.5% | +46.2% |
| 5Y | +53.6% | +53.4% | +0.2% | +10.0% |
| 10Y | +397.6% | +219.2% | +178.4% | +130.7% |
| All | +5,072.6% | +345.0% | +4,727.6% | +2,189.2% |
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 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