-39.9%
AXON vs VTR
+22.5%
-62.4%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.5% | -0.7% | +2.5% |
| 7D | +0.2% | +10.0% | -9.8% | +2.8% |
| 30D | +3.0% | +9.6% | -6.6% | +5.7% |
| 3M | -30.1% | -1.2% | -28.9% | -30.9% |
| 6M | +7.7% | +2.8% | +4.9% | +9.5% |
| YTD | -25.3% | +17.4% | -42.7% | -18.3% |
| 1Y | -39.9% | +22.0% | -61.9% | -38.9% |
| All | -39.9% | +22.5% | -62.4% | -38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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