+143.0%
AXON vs VO
+56.6%
+86.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.2% | -4.0% | -3.9% |
| 7D | -14.2% | -0.3% | -13.9% | -13.7% |
| 30D | -15.4% | -0.3% | -15.1% | -14.7% |
| 3M | +0.5% | +2.9% | -2.5% | -2.4% |
| 6M | -9.5% | +9.3% | -18.8% | -18.3% |
| YTD | -9.2% | +14.2% | -23.4% | -21.9% |
| 1Y | -29.4% | +15.3% | -44.6% | -39.8% |
| All | +143.0% | +56.6% | +86.3% | +47.8% |
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