+109.5%
AXON vs VCIT
+3.7%
+105.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | +0.2% | -10.0% | -10.1% |
| 7D | -12.7% | +0.5% | -13.1% | -13.2% |
| 30D | -8.6% | +2.1% | -10.7% | -11.0% |
| 3M | -37.2% | -1.6% | -35.7% | -35.8% |
| 6M | +0.5% | -1.6% | +2.1% | +2.8% |
| YTD | -32.6% | -1.5% | -31.1% | -31.2% |
| 1Y | -40.2% | -0.4% | -39.8% | -39.7% |
| 3Y | +76.1% | +19.6% | +56.5% | +38.9% |
| 5Y | +109.5% | +3.3% | +106.2% | +107.3% |
| All | +109.5% | +3.7% | +105.8% | +107.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling