-29.4%
AXON vs VSH
+118.1%
-147.5%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +4.4% | -8.6% | -4.2% |
| 7D | -14.2% | +4.1% | -18.2% | -14.2% |
| 30D | -15.4% | -4.2% | -11.2% | -15.5% |
| 3M | +0.5% | -50.0% | +50.5% | +1.2% |
| 6M | -9.5% | +80.2% | -89.7% | -20.2% |
| YTD | -9.2% | +121.1% | -130.3% | -25.6% |
| 1Y | -29.4% | +112.0% | -141.4% | -40.8% |
| All | -29.4% | +118.1% | -147.5% | -40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling