+1,789.2%
AXSM price history and return analytics
+221.8%
+1,567.4%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.5% |
| 7D | +7.0% | +2.4% | +4.7% | +4.4% |
| 30D | -12.7% | -1.5% | -11.2% | -11.3% |
| 3M | -33.7% | -4.1% | -29.6% | -30.7% |
| 6M | -39.8% | +0.6% | -40.3% | -40.5% |
| YTD | -22.4% | +11.0% | -33.5% | -31.2% |
| 1Y | +3.1% | +13.3% | -10.2% | -10.7% |
| 3Y | +138.9% | +73.4% | +65.5% | +27.7% |
| 5Y | +260.9% | +57.4% | +203.5% | +118.4% |
| All | +1,789.2% | +221.8% | +1,567.4% | +318.6% |
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