+38.8%
AXON vs VTR
+131.8%
-93.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.2% | -0.3% |
| 7D | -27.4% | +3.8% | -31.2% | -27.6% |
| 30D | -28.5% | +10.1% | -38.6% | -29.0% |
| 3M | -49.3% | -1.2% | -48.1% | -49.3% |
| 6M | -25.0% | +4.8% | -29.8% | -25.5% |
| YTD | -46.7% | +18.9% | -65.6% | -48.4% |
| 1Y | -48.3% | +21.8% | -70.1% | -50.2% |
| 3Y | +38.8% | +132.0% | -93.2% | +12.3% |
| All | +38.8% | +131.8% | -93.0% | +12.3% |
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