+176.9%
AXON vs VEU
+56.3%
+120.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.6% |
| 7D | -2.5% | +1.7% | -4.1% | -4.0% |
| 30D | -11.5% | +1.0% | -12.5% | -12.3% |
| 3M | +7.3% | +5.6% | +1.7% | +1.5% |
| 6M | -11.9% | +13.7% | -25.6% | -23.1% |
| YTD | -11.0% | +17.7% | -28.7% | -25.2% |
| 1Y | -31.8% | +25.8% | -57.5% | -46.4% |
| 3Y | +135.4% | +77.1% | +58.3% | +25.7% |
| 5Y | +176.9% | +57.1% | +119.7% | +64.7% |
| All | +176.9% | +56.3% | +120.6% | +64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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