+2,872.5%
AXON vs VIG
+630.3%
+2,242.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -0.4% | -17.8% | -17.7% |
| 7D | -26.8% | -1.8% | -25.0% | -24.7% |
| 30D | -22.9% | +2.7% | -25.6% | -25.2% |
| 3M | -40.1% | 0.0% | -40.1% | -39.7% |
| 6M | -18.9% | +6.8% | -25.6% | -25.0% |
| YTD | -44.9% | +12.1% | -57.0% | -52.3% |
| 1Y | -46.7% | +14.8% | -61.5% | -55.3% |
| 3Y | +44.3% | +62.4% | -18.1% | -24.3% |
| 5Y | +71.4% | +59.6% | +11.8% | -6.9% |
| 10Y | +1,324.0% | +261.5% | +1,062.6% | +136.2% |
| All | +2,872.5% | +630.3% | +2,242.1% | +62.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling