+1,920.9%
AXSM price history and return analytics
+215.5%
+1,705.4%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.7% | +1.7% |
| 7D | -8.4% | -2.3% | -6.0% | -6.0% |
| 30D | -23.5% | -5.0% | -18.5% | -19.3% |
| 3M | -37.0% | -4.9% | -32.1% | -33.7% |
| 6M | -40.5% | -1.5% | -39.0% | -39.9% |
| YTD | -27.5% | +8.5% | -36.0% | -34.1% |
| 1Y | -5.0% | +11.4% | -16.4% | -16.3% |
| 3Y | +112.1% | +70.1% | +42.0% | +15.9% |
| 5Y | +229.3% | +53.7% | +175.5% | +104.9% |
| All | +1,920.9% | +215.5% | +1,705.4% | +471.7% |
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