+36.3%
AXR price history and return analytics
+58.5%
-22.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.2% |
| 7D | 0.0% | +2.9% | -2.9% | -1.5% |
| 30D | +3.5% | -2.5% | +6.0% | +4.9% |
| 3M | -5.1% | -3.3% | -1.7% | -3.5% |
| 6M | -14.6% | +1.5% | -16.2% | -15.7% |
| YTD | +12.3% | +11.4% | +1.0% | +5.3% |
| 1Y | -0.4% | +11.9% | -12.3% | -6.9% |
| 3Y | +30.2% | +73.9% | -43.7% | +0.2% |
| 5Y | +36.3% | +57.9% | -21.6% | +16.3% |
| All | +36.3% | +58.5% | -22.3% | +16.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling