-17.2%
AXON vs VG
-38.0%
+20.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.1% | -4.1% | -2.1% |
| 7D | -2.5% | -2.5% | 0.0% | -2.3% |
| 30D | -11.5% | +11.1% | -22.6% | -12.3% |
| 3M | +7.3% | +14.9% | -7.6% | +5.2% |
| 6M | -11.9% | +18.4% | -30.3% | -15.6% |
| YTD | -11.0% | +116.6% | -127.6% | -23.0% |
| 1Y | -31.8% | +9.4% | -41.1% | -34.6% |
| All | -17.2% | -38.0% | +20.8% | -18.4% |
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