+131.4%
AXS price history and return analytics
+57.5%
+73.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.8% | +1.6% |
| 7D | +2.1% | -0.1% | +2.2% | +2.1% |
| 30D | +11.6% | -3.1% | +14.7% | +13.3% |
| 3M | +6.6% | -3.5% | +10.1% | +8.4% |
| 6M | +9.6% | +0.5% | +9.1% | +8.3% |
| YTD | +2.1% | +10.8% | -8.6% | -5.5% |
| 1Y | +9.7% | +11.9% | -2.2% | +0.7% |
| 3Y | +111.6% | +73.0% | +38.7% | +42.2% |
| 5Y | +131.4% | +58.6% | +72.8% | +61.0% |
| All | +131.4% | +57.5% | +73.8% | +61.0% |
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