+2,895.4%
AXON vs VIG
+655.9%
+2,239.6%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.8% | +3.5% | +3.2% |
| 7D | -25.6% | -0.3% | -25.3% | -25.1% |
| 30D | -23.9% | +4.9% | -28.8% | -28.4% |
| 3M | -50.4% | +2.9% | -53.4% | -52.1% |
| 6M | -20.0% | +11.2% | -31.2% | -30.1% |
| YTD | -44.5% | +16.0% | -60.4% | -54.2% |
| 1Y | -44.9% | +17.0% | -61.8% | -55.0% |
| 3Y | +44.7% | +66.9% | -22.1% | -26.9% |
| 5Y | +86.7% | +65.8% | +20.9% | -3.9% |
| 10Y | +1,060.5% | +263.6% | +796.9% | +91.4% |
| All | +2,895.4% | +655.9% | +2,239.6% | +56.1% |
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