+88.4%
AXON vs VO
+36.2%
+52.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | +0.8% | +3.1% | -2.3% | -3.1% |
| 30D | -22.8% | +2.2% | -25.0% | -24.6% |
| 3M | -48.8% | -2.5% | -46.3% | -46.9% |
| 6M | -16.3% | +7.0% | -23.2% | -22.1% |
| YTD | -44.5% | +14.0% | -58.5% | -52.1% |
| 1Y | -43.4% | +15.6% | -59.0% | -52.0% |
| 3Y | +44.3% | +66.2% | -21.9% | -21.2% |
| All | +88.4% | +36.2% | +52.2% | +32.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling