-46.7%
AXON vs VCIT
-0.9%
-45.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -0.1% | -18.1% | -17.9% |
| 7D | -26.8% | +0.1% | -26.9% | -27.0% |
| 30D | -22.9% | +1.9% | -24.8% | -26.6% |
| 3M | -40.1% | -1.4% | -38.6% | -37.5% |
| 6M | -18.9% | -2.1% | -16.7% | -14.7% |
| YTD | -44.9% | -1.6% | -43.3% | -43.5% |
| 1Y | -46.7% | -0.9% | -45.8% | -46.0% |
| All | -46.7% | -0.9% | -45.8% | -46.0% |
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