+170.5%
AXON vs VNQ
+5.0%
+165.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.0% | -2.3% |
| 7D | -3.3% | -0.9% | -2.5% | -2.7% |
| 30D | -17.8% | -2.2% | -15.6% | -16.5% |
| 3M | +8.3% | -1.9% | +10.2% | +9.7% |
| 6M | -12.4% | +3.2% | -15.6% | -14.6% |
| YTD | -13.7% | +9.4% | -23.1% | -19.3% |
| 1Y | -33.1% | +7.5% | -40.6% | -36.8% |
| 3Y | +128.2% | +31.1% | +97.2% | +82.7% |
| 5Y | +170.5% | +6.6% | +163.9% | +161.7% |
| All | +170.5% | +5.0% | +165.5% | +161.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling