+44.3%
AXON vs VO
+68.0%
-23.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.3% | +3.0% | +2.7% |
| 7D | -25.6% | +0.2% | -25.9% | -25.7% |
| 30D | -23.9% | +2.0% | -25.9% | -25.5% |
| 3M | -50.4% | -0.3% | -50.1% | -50.0% |
| 6M | -20.0% | +7.3% | -27.3% | -25.6% |
| YTD | -44.5% | +15.0% | -59.4% | -52.3% |
| 1Y | -44.9% | +14.7% | -59.6% | -52.5% |
| All | +44.3% | +68.0% | -23.7% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 3y: compounded portfolio wealth divided by compounded VO 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…
3y analysis · Full analysis span regression · 6 months rolling