+77.7%
AXON vs VTR
+102.5%
-24.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.2% | -0.4% |
| 7D | -27.4% | +3.8% | -31.2% | -27.9% |
| 30D | -28.5% | +10.1% | -38.6% | -29.9% |
| 3M | -49.3% | -1.2% | -48.1% | -49.3% |
| 6M | -25.0% | +4.8% | -29.8% | -26.3% |
| YTD | -46.7% | +18.9% | -65.6% | -49.6% |
| 1Y | -48.3% | +21.8% | -70.1% | -51.5% |
| 3Y | +38.8% | +132.0% | -93.2% | +5.0% |
| 5Y | +77.7% | +94.7% | -17.0% | +42.3% |
| All | +77.7% | +102.5% | -24.8% | +42.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling