+9,008.6%
AXON vs VCIT
+96.6%
+8,911.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | +0.2% | -10.0% | -10.0% |
| 7D | -12.7% | +0.5% | -13.1% | -12.9% |
| 30D | -8.6% | +2.1% | -10.7% | -9.8% |
| 3M | -37.2% | -1.6% | -35.7% | -36.5% |
| 6M | +0.5% | -1.6% | +2.1% | +1.6% |
| YTD | -32.6% | -1.5% | -31.1% | -31.9% |
| 1Y | -40.2% | -0.4% | -39.8% | -39.9% |
| 3Y | +76.1% | +19.6% | +56.5% | +59.1% |
| 5Y | +109.5% | +3.3% | +106.2% | +97.1% |
| 10Y | +1,640.5% | +28.9% | +1,611.6% | +1,681.6% |
| All | +9,008.6% | +96.6% | +8,911.9% | +16,235.4% |
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 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