-35.9%
AXON vs VNQ
+6.6%
-42.5%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -1.9% |
| 7D | -11.0% | -2.6% | -8.4% | -10.0% |
| 30D | -24.7% | -2.3% | -22.4% | -23.9% |
| 3M | +7.0% | -2.8% | +9.8% | +8.4% |
| 6M | -9.6% | +2.5% | -12.2% | -11.8% |
| YTD | -15.7% | +8.4% | -24.1% | -19.3% |
| 1Y | -35.9% | +6.8% | -42.7% | -38.2% |
| All | -35.9% | +6.6% | -42.5% | -38.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling