+1,824.9%
AXSM price history and return analytics
+222.7%
+1,602.2%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -2.6% |
| 7D | +11.2% | +2.9% | +8.3% | +7.9% |
| 30D | -7.6% | -2.5% | -5.1% | -5.2% |
| 3M | -32.7% | -3.3% | -29.4% | -30.4% |
| 6M | -35.6% | +1.5% | -37.1% | -36.9% |
| YTD | -21.0% | +11.4% | -32.3% | -30.1% |
| 1Y | +2.5% | +11.9% | -9.4% | -10.0% |
| 3Y | +151.4% | +73.9% | +77.5% | +34.0% |
| 5Y | +267.7% | +57.9% | +209.8% | +121.9% |
| All | +1,824.9% | +222.7% | +1,602.2% | +325.1% |
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