+88.4%
AXON vs VTEB
+2.5%
+85.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +3.2% |
| 7D | +0.8% | -1.2% | +2.0% | +2.9% |
| 30D | -22.8% | +2.5% | -25.2% | -26.1% |
| 3M | -48.8% | -1.7% | -47.1% | -47.3% |
| 6M | -16.3% | -1.2% | -15.1% | -14.4% |
| YTD | -44.5% | -0.5% | -44.0% | -43.7% |
| 1Y | -43.4% | -0.1% | -43.3% | -43.0% |
| 3Y | +44.3% | +10.5% | +33.8% | +21.5% |
| All | +88.4% | +2.5% | +85.9% | +80.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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