+8,201.0%
AXON vs VT
+363.9%
+7,837.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | +0.1% | -0.2% |
| 7D | +0.2% | -0.3% | +0.5% | +0.6% |
| 30D | +3.0% | -1.4% | +4.4% | +4.8% |
| 3M | -30.1% | -1.4% | -28.7% | -28.8% |
| 6M | +7.7% | +5.5% | +2.3% | +1.0% |
| YTD | -25.3% | +12.8% | -38.1% | -35.2% |
| 1Y | -39.9% | +15.4% | -55.4% | -49.2% |
| 3Y | +95.2% | +76.9% | +18.4% | +0.1% |
| 5Y | +129.9% | +60.4% | +69.5% | +34.8% |
| 10Y | +1,829.8% | +232.8% | +1,597.1% | +394.3% |
| All | +8,201.0% | +363.9% | +7,837.1% | +1,298.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling