+170.5%
AXON vs VTEB
+1.5%
+169.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.5% | -2.2% |
| 7D | -3.3% | -0.7% | -2.7% | -2.2% |
| 30D | -17.8% | -2.1% | -15.8% | -14.9% |
| 3M | +8.3% | -2.7% | +10.9% | +13.4% |
| 6M | -12.4% | -2.1% | -10.2% | -8.9% |
| YTD | -13.7% | -1.1% | -12.6% | -11.5% |
| 1Y | -33.1% | +1.3% | -34.4% | -33.6% |
| 3Y | +128.2% | +9.0% | +119.2% | +97.2% |
| 5Y | +170.5% | +1.5% | +169.0% | +154.9% |
| All | +170.5% | +1.5% | +169.0% | +154.9% |
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