+112,002.2%
AXON vs VTR
+2,689.3%
+109,312.8%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.0% | -2.2% | -3.4% |
| 7D | -14.2% | -1.7% | -12.5% | -13.6% |
| 30D | -15.4% | -2.4% | -13.0% | -14.8% |
| 3M | +0.5% | +14.8% | -14.3% | -5.7% |
| 6M | -9.5% | +5.3% | -14.8% | -12.7% |
| YTD | -9.2% | +18.1% | -27.3% | -16.6% |
| 1Y | -29.4% | +36.7% | -66.1% | -39.3% |
| 3Y | +139.4% | +130.1% | +9.3% | +63.5% |
| 5Y | +178.9% | +89.5% | +89.4% | +100.5% |
| 10Y | +1,840.8% | +87.4% | +1,753.4% | +1,087.0% |
| All | +112,002.2% | +2,689.3% | +109,312.8% | +25,787.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling