+2,671.0%
AXON vs VNQ
+392.1%
+2,278.9%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -1.9% |
| 7D | -2.5% | -0.4% | -2.1% | -2.2% |
| 30D | -11.5% | -2.5% | -8.9% | -9.9% |
| 3M | +7.3% | +1.4% | +5.9% | +6.2% |
| 6M | -11.9% | +4.6% | -16.5% | -14.9% |
| YTD | -11.0% | +10.5% | -21.5% | -17.2% |
| 1Y | -31.8% | +8.4% | -40.1% | -35.8% |
| 3Y | +135.4% | +32.4% | +103.0% | +90.9% |
| 5Y | +176.9% | +5.5% | +171.4% | +161.9% |
| 10Y | +1,854.5% | +59.1% | +1,795.4% | +1,274.6% |
| All | +2,671.0% | +392.1% | +2,278.9% | +711.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling