+1,016.4%
AXON vs VIG
+262.6%
+753.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | -19.7% | +3.1% | -22.8% | -22.5% |
| 30D | -25.7% | +5.0% | -30.7% | -29.6% |
| 3M | -48.8% | +2.7% | -51.5% | -50.1% |
| 6M | -22.0% | +11.0% | -32.9% | -30.2% |
| YTD | -45.9% | +16.0% | -61.9% | -54.0% |
| 1Y | -46.1% | +16.3% | -62.3% | -54.2% |
| 3Y | +40.9% | +66.8% | -25.9% | -20.4% |
| 5Y | +80.2% | +64.8% | +15.4% | +4.7% |
| All | +1,016.4% | +262.6% | +753.7% | +257.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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