+1,929.7%
AXSM price history and return analytics
+219.2%
+1,710.5%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | -1.6% |
| 7D | -1.5% | +0.4% | -1.9% | -1.9% |
| 30D | -20.4% | -2.6% | -17.8% | -18.3% |
| 3M | -37.0% | -3.2% | -33.8% | -34.9% |
| 6M | -38.4% | +0.9% | -39.3% | -39.4% |
| YTD | -26.7% | +11.3% | -38.0% | -35.1% |
| 1Y | -3.0% | +14.0% | -17.0% | -16.6% |
| 3Y | +123.0% | +75.8% | +47.2% | +17.4% |
| 5Y | +228.6% | +57.8% | +170.7% | +98.6% |
| All | +1,929.7% | +219.2% | +1,710.5% | +437.8% |
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