+176.9%
AXON vs VSXY
+21.5%
+155.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.9% | -5.8% | -2.4% |
| 7D | -2.5% | -6.8% | +4.3% | -1.9% |
| 30D | -11.5% | -20.4% | +8.9% | -9.3% |
| 3M | +7.3% | +2.9% | +4.4% | +6.2% |
| 6M | -11.9% | +67.9% | -79.9% | -19.8% |
| YTD | -11.0% | +44.9% | -55.9% | -17.7% |
| 1Y | -31.8% | +205.9% | -237.7% | -43.8% |
| 3Y | +135.4% | +373.9% | -238.5% | +61.6% |
| 5Y | +176.9% | +23.5% | +153.4% | +155.8% |
| All | +176.9% | +21.5% | +155.3% | +155.8% |
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