-40.2%
AXON vs VCIT
-0.7%
-39.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | +0.2% | -10.0% | -10.3% |
| 7D | -12.7% | +0.5% | -13.1% | -13.7% |
| 30D | -8.6% | +2.1% | -10.7% | -13.1% |
| 3M | -37.2% | -1.6% | -35.7% | -34.7% |
| 6M | +0.5% | -1.6% | +2.1% | +3.8% |
| YTD | -32.6% | -1.5% | -31.1% | -31.4% |
| 1Y | -40.2% | -0.4% | -39.8% | -38.0% |
| All | -40.2% | -0.7% | -39.5% | -38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 1y: compounded portfolio wealth divided by compounded VCIT 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…
1y analysis · Full analysis span regression · 6 months rolling