+4,797.2%
AXON vs VIG
+623.5%
+4,173.6%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.5% | -3.7% | -3.6% |
| 7D | -14.2% | -0.4% | -13.7% | -13.5% |
| 30D | -15.4% | -1.0% | -14.4% | -14.1% |
| 3M | +0.5% | +2.8% | -2.3% | -2.7% |
| 6M | -9.5% | +8.2% | -17.7% | -18.2% |
| YTD | -9.2% | +11.0% | -20.2% | -20.7% |
| 1Y | -29.4% | +16.1% | -45.5% | -41.9% |
| 3Y | +139.4% | +56.2% | +83.3% | +32.2% |
| 5Y | +178.9% | +63.0% | +115.9% | +46.5% |
| 10Y | +1,840.8% | +241.4% | +1,599.4% | +249.0% |
| All | +4,797.2% | +623.5% | +4,173.6% | +170.0% |
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