+135.4%
AXON vs VTR
+131.6%
+3.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.5% | -1.9% |
| 7D | -2.5% | -2.4% | -0.1% | -2.2% |
| 30D | -11.5% | -3.7% | -7.7% | -11.1% |
| 3M | +7.3% | +13.5% | -6.2% | +4.9% |
| 6M | -11.9% | +7.2% | -19.1% | -13.5% |
| YTD | -11.0% | +17.6% | -28.6% | -14.8% |
| 1Y | -31.8% | +35.4% | -67.1% | -37.9% |
| 3Y | +135.4% | +132.8% | +2.6% | +65.6% |
| All | +135.4% | +131.6% | +3.8% | +65.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling