+143.0%
AXON vs VT
+75.0%
+68.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.2% | -4.2% |
| 7D | -14.2% | +0.4% | -14.6% | -14.5% |
| 30D | -15.4% | +1.0% | -16.4% | -16.1% |
| 3M | +0.5% | +2.4% | -1.9% | -2.0% |
| 6M | -9.5% | +12.0% | -21.5% | -20.8% |
| YTD | -9.2% | +15.3% | -24.5% | -23.1% |
| 1Y | -29.4% | +22.6% | -52.0% | -44.2% |
| All | +143.0% | +75.0% | +68.0% | +23.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling