-46.7%
AXON vs VSH
+58.3%
-105.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +5.7% | -23.9% | -18.1% |
| 7D | -26.8% | -12.9% | -13.9% | -26.8% |
| 30D | -22.9% | -36.9% | +14.0% | -23.5% |
| 3M | -40.1% | -28.8% | -11.3% | -40.3% |
| 6M | -18.9% | -30.3% | +11.4% | -20.1% |
| YTD | -44.9% | +62.4% | -107.3% | -52.9% |
| 1Y | -46.7% | +62.5% | -109.2% | -54.3% |
| All | -46.7% | +58.3% | -105.0% | -54.3% |
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