+7,118.6%
AXON vs VCLT
+102.7%
+7,015.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.4% | -3.2% |
| 7D | -28.7% | +1.2% | -30.0% | -29.0% |
| 30D | -28.3% | +3.4% | -31.7% | -29.0% |
| 3M | -46.9% | -0.9% | -46.0% | -46.7% |
| 6M | -24.9% | -3.1% | -21.7% | -24.1% |
| YTD | -46.6% | -2.4% | -44.3% | -46.2% |
| 1Y | -49.7% | -2.7% | -47.0% | -49.2% |
| 3Y | +40.6% | +16.9% | +23.7% | +35.0% |
| 5Y | +71.9% | -17.0% | +88.9% | +72.7% |
| 10Y | +1,180.9% | +22.1% | +1,158.7% | +1,329.3% |
| All | +7,118.6% | +102.7% | +7,015.9% | +11,607.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling