-52.5%
AXIL price history and return analytics
+60.6%
-113.1%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.7% |
| 7D | -11.7% | +1.0% | -12.7% | -12.3% |
| 30D | +5.3% | -0.2% | +5.5% | +5.3% |
| 3M | -7.9% | +4.5% | -12.4% | -11.2% |
| 6M | -1.5% | +14.1% | -15.6% | -11.9% |
| YTD | -10.8% | +14.8% | -25.6% | -20.6% |
| 1Y | +15.0% | +21.2% | -6.2% | -2.6% |
| All | -52.5% | +60.6% | -113.1% | -67.1% |
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