+9,999.5%
AXON vs VCIT
+96.2%
+9,903.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.2% | +1.4% |
| 7D | +0.2% | +0.4% | -0.2% | 0.0% |
| 30D | +3.0% | +2.2% | +0.8% | +1.6% |
| 3M | -30.1% | -1.8% | -28.3% | -29.3% |
| 6M | +7.7% | -1.6% | +9.4% | +9.0% |
| YTD | -25.3% | -1.7% | -23.6% | -24.4% |
| 1Y | -39.9% | -0.8% | -39.1% | -39.5% |
| 3Y | +95.2% | +19.3% | +75.9% | +76.7% |
| 5Y | +129.9% | +3.5% | +126.3% | +116.5% |
| 10Y | +1,829.8% | +28.6% | +1,801.2% | +1,878.6% |
| All | +9,999.5% | +96.2% | +9,903.3% | +18,041.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling