+268.2%
AXSM price history and return analytics
+57.0%
+211.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.6% |
| 7D | +7.0% | +2.4% | +4.7% | +4.6% |
| 30D | -12.7% | -1.5% | -11.2% | -11.4% |
| 3M | -33.7% | -4.1% | -29.6% | -31.0% |
| 6M | -39.8% | +0.6% | -40.3% | -40.4% |
| YTD | -22.4% | +11.0% | -33.5% | -30.7% |
| 1Y | +3.1% | +13.3% | -10.2% | -9.9% |
| 3Y | +138.9% | +73.4% | +65.5% | +30.0% |
| All | +268.2% | +57.0% | +211.2% | +137.7% |
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 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