+2,264.8%
AXSM price history and return analytics
+242.6%
+2,022.2%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +3.8% | +0.4% | +3.4% | +3.3% |
| 30D | -2.9% | +1.0% | -3.9% | -3.9% |
| 3M | -10.7% | +2.4% | -13.1% | -13.1% |
| 6M | +26.0% | +12.0% | +14.0% | +11.7% |
| YTD | +13.2% | +15.3% | -2.2% | -2.9% |
| 1Y | +66.1% | +22.6% | +43.5% | +33.4% |
| 3Y | +153.0% | +74.7% | +78.3% | +38.4% |
| 5Y | +674.4% | +66.1% | +608.2% | +354.4% |
| 10Y | +2,742.9% | +225.0% | +2,517.9% | +866.6% |
| All | +2,264.8% | +242.6% | +2,022.2% | +597.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling