+1,786.0%
AXON vs VNQ
+62.8%
+1,723.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -1.7% |
| 7D | -11.0% | -2.6% | -8.4% | -9.2% |
| 30D | -24.7% | -2.3% | -22.4% | -23.4% |
| 3M | +7.0% | -2.8% | +9.8% | +9.2% |
| 6M | -9.6% | +2.5% | -12.2% | -11.6% |
| YTD | -15.7% | +8.4% | -24.1% | -20.8% |
| 1Y | -35.9% | +6.8% | -42.7% | -39.3% |
| 3Y | +123.0% | +29.9% | +93.1% | +79.8% |
| 5Y | +166.3% | +7.2% | +159.1% | +148.4% |
| All | +1,786.0% | +62.8% | +1,723.1% | +1,366.5% |
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