+182.3%
AXON vs VCIT
+4.1%
+178.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.2% | -4.2% |
| 7D | -14.2% | -0.3% | -13.8% | -13.7% |
| 30D | -15.4% | -0.8% | -14.6% | -14.5% |
| 3M | +0.5% | -1.0% | +1.5% | +2.0% |
| 6M | -9.5% | -1.8% | -7.7% | -7.2% |
| YTD | -9.2% | -0.7% | -8.5% | -8.2% |
| 1Y | -29.4% | +1.0% | -30.4% | -29.9% |
| 3Y | +139.4% | +18.8% | +120.6% | +91.3% |
| All | +182.3% | +4.1% | +178.2% | +178.4% |
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