-48.7%
AXON vs VG
-51.4%
+2.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +0.1% | -18.3% | -18.2% |
| 7D | -26.8% | -22.0% | -4.8% | -25.9% |
| 30D | -22.9% | -11.6% | -11.3% | -22.5% |
| 3M | -40.1% | -14.9% | -25.2% | -39.8% |
| 6M | -18.9% | -3.5% | -15.4% | -20.4% |
| YTD | -44.9% | +70.0% | -114.9% | -51.8% |
| 1Y | -46.7% | +50.0% | -96.7% | -52.6% |
| All | -48.7% | -51.4% | +2.6% | -48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 3y: compounded portfolio wealth divided by compounded VG 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…
3y analysis · Full analysis span regression · 6 months rolling