+77.7%
AXON vs VSXY
+121.1%
-43.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +0.1% |
| 7D | -27.4% | +10.2% | -37.5% | -28.3% |
| 30D | -28.5% | +33.6% | -62.1% | -31.0% |
| 3M | -49.3% | +10.8% | -60.0% | -50.1% |
| 6M | -25.0% | +130.5% | -155.6% | -34.0% |
| YTD | -46.7% | +104.4% | -151.2% | -52.8% |
| 1Y | -48.3% | +216.5% | -264.8% | -57.1% |
| 3Y | +38.8% | +465.9% | -427.1% | -3.7% |
| 5Y | +77.7% | +123.1% | -45.4% | +47.6% |
| All | +77.7% | +121.1% | -43.4% | +47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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