-99.9%
AXG price history and return analytics
+71.6%
-171.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.6% | +3.6% | +4.0% |
| 7D | -25.3% | +0.4% | -25.6% | -24.9% |
| 30D | -91.8% | -2.6% | -89.2% | -91.5% |
| 3M | -99.7% | -3.2% | -96.5% | -99.7% |
| 6M | -99.8% | +0.9% | -100.8% | -99.8% |
| YTD | -99.8% | +11.3% | -111.1% | -99.8% |
| 1Y | -99.8% | +14.0% | -113.8% | -99.8% |
| 3Y | -99.8% | +75.8% | -175.6% | -99.8% |
| All | -99.9% | +71.6% | -171.5% | -99.9% |
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