-31.8%
AXON vs VIG
+14.9%
-46.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.2% | -0.7% |
| 7D | -2.5% | -0.4% | -2.1% | -1.7% |
| 30D | -11.5% | -2.1% | -9.4% | -8.3% |
| 3M | +7.3% | +3.3% | +4.0% | +3.6% |
| 6M | -11.9% | +9.3% | -21.2% | -21.0% |
| YTD | -11.0% | +10.1% | -21.1% | -21.4% |
| 1Y | -31.8% | +14.7% | -46.5% | -41.8% |
| All | -31.8% | +14.9% | -46.6% | -41.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling