+1,854.5%
AXON vs VCLT
+15.5%
+1,838.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -1.9% | -2.0% |
| 7D | -2.5% | +0.3% | -2.8% | -2.7% |
| 30D | -11.5% | -0.6% | -10.9% | -11.1% |
| 3M | +7.3% | -2.2% | +9.5% | +9.0% |
| 6M | -11.9% | -2.9% | -9.1% | -10.1% |
| YTD | -11.0% | -2.1% | -8.9% | -9.6% |
| 1Y | -31.8% | -2.6% | -29.2% | -30.4% |
| 3Y | +135.4% | +12.5% | +122.9% | +117.2% |
| 5Y | +176.9% | -15.3% | +192.1% | +204.1% |
| 10Y | +1,854.5% | +16.6% | +1,837.9% | +1,958.8% |
| All | +1,854.5% | +15.5% | +1,838.9% | +1,958.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 10y: compounded portfolio wealth divided by compounded VCLT 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…
10y analysis · Full analysis span regression · 6 months rolling