+1,787.9%
AXON vs VTRS
-48.4%
+1,836.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.1% |
| 7D | -7.0% | -2.2% | -4.9% | -6.6% |
| 30D | -20.1% | +3.3% | -23.4% | -20.7% |
| 3M | +7.4% | +2.0% | +5.4% | +7.1% |
| 6M | -7.4% | +19.9% | -27.3% | -10.9% |
| YTD | -15.6% | +35.7% | -51.3% | -21.2% |
| 1Y | -36.2% | +68.1% | -104.3% | -43.3% |
| 3Y | +124.8% | +87.1% | +37.8% | +88.9% |
| 5Y | +166.6% | +47.6% | +118.9% | +129.8% |
| All | +1,787.9% | -48.4% | +1,836.3% | +1,723.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 10y: compounded portfolio wealth divided by compounded VTRS 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…
10y analysis · Full analysis span regression · 6 months rolling