+29.3%
AXR price history and return analytics
+69.4%
-40.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.1% | +3.2% | +1.9% |
| 7D | 0.0% | -4.2% | +4.2% | +2.9% |
| 30D | -0.1% | -5.8% | +5.7% | +4.0% |
| 3M | -6.1% | -5.2% | -0.9% | -2.8% |
| 6M | -23.4% | +0.1% | -23.5% | -24.2% |
| YTD | +12.3% | +8.2% | +4.1% | +4.6% |
| 1Y | +0.9% | +10.1% | -9.2% | -7.2% |
| All | +29.3% | +69.4% | -40.1% | +2.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling