-33.1%
AXON vs VTR
+34.7%
-67.8%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.5% | -3.3% |
| 7D | -3.3% | -2.9% | -0.4% | -4.5% |
| 30D | -17.8% | -2.8% | -15.0% | -18.5% |
| 3M | +8.3% | +9.0% | -0.7% | +13.5% |
| 6M | -12.4% | +5.0% | -17.3% | -9.4% |
| YTD | -13.7% | +16.9% | -30.7% | -6.7% |
| 1Y | -33.1% | +34.3% | -67.4% | -25.4% |
| All | -33.1% | +34.7% | -67.8% | -25.4% |
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