+76.4%
AXON vs VLTO
+68.7%
+7.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -0.4% | -9.4% | -9.6% |
| 7D | -12.7% | +12.0% | -24.7% | -17.7% |
| 30D | -8.6% | +20.8% | -29.5% | -17.2% |
| 3M | -37.2% | +20.1% | -57.4% | -42.9% |
| 6M | +0.5% | +32.6% | -32.1% | -12.8% |
| YTD | -32.6% | +17.3% | -50.0% | -38.3% |
| 1Y | -40.2% | +17.3% | -57.5% | -45.3% |
| All | +76.4% | +68.7% | +7.7% | +48.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling