+1,046.6%
AXON vs VNQ
+83.2%
+963.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | +0.8% | +0.8% | 0.0% | +0.2% |
| 30D | -22.8% | +6.8% | -29.5% | -26.2% |
| 3M | -48.8% | -1.3% | -47.5% | -48.1% |
| 6M | -16.3% | +2.4% | -18.7% | -17.8% |
| YTD | -44.5% | +12.1% | -56.6% | -49.0% |
| 1Y | -43.4% | +12.0% | -55.4% | -48.0% |
| 3Y | +44.3% | +44.8% | -0.5% | +7.1% |
| 5Y | +85.1% | +6.9% | +78.2% | +73.6% |
| All | +1,046.6% | +83.2% | +963.4% | +693.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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