+205.6%
AXR price history and return analytics
+223.7%
-18.1%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | -1.1% |
| 7D | +4.4% | +0.4% | +4.0% | +4.2% |
| 30D | +3.4% | -2.6% | +6.0% | +4.4% |
| 3M | -4.2% | -3.2% | -0.9% | -3.0% |
| 6M | -17.4% | +0.9% | -18.4% | -17.9% |
| YTD | +13.9% | +11.3% | +2.6% | +9.1% |
| 1Y | +2.2% | +14.0% | -11.8% | -2.9% |
| 3Y | +34.0% | +75.8% | -41.8% | +10.8% |
| 5Y | +32.0% | +57.8% | -25.9% | +11.9% |
| 10Y | +205.6% | +219.8% | -14.2% | +114.5% |
| All | +205.6% | +223.7% | -18.1% | +114.5% |
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