+55.5%
AXON vs VLTO
+56.3%
-0.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.3% |
| 7D | -27.4% | +1.6% | -29.0% | -27.9% |
| 30D | -28.5% | +22.0% | -50.4% | -35.1% |
| 3M | -49.3% | +21.9% | -71.2% | -53.9% |
| 6M | -25.0% | +36.5% | -61.5% | -35.3% |
| YTD | -46.7% | +19.0% | -65.7% | -51.3% |
| 1Y | -48.3% | +21.0% | -69.2% | -53.0% |
| 3Y | +38.8% | +69.9% | -31.1% | +15.7% |
| All | +55.5% | +56.3% | -0.9% | +31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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