-48.3%
AXON vs VT
+12.5%
-60.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.4% |
| 7D | -27.4% | -0.1% | -27.2% | -27.0% |
| 30D | -28.5% | -3.1% | -25.4% | -25.5% |
| 3M | -49.3% | -3.5% | -45.8% | -46.8% |
| 6M | -25.0% | +0.5% | -25.5% | -24.6% |
| YTD | -46.7% | +10.8% | -57.5% | -53.4% |
| 1Y | -48.3% | +11.9% | -60.2% | -55.4% |
| All | -48.3% | +12.5% | -60.7% | -55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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