+83.4%
AXON vs VTRS
+80.1%
+3.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.9% | -0.8% | -2.3% |
| 7D | -19.7% | +9.0% | -28.7% | -21.3% |
| 30D | -25.7% | +19.8% | -45.5% | -28.6% |
| 3M | -48.8% | +29.3% | -78.1% | -51.7% |
| 6M | -22.0% | +22.2% | -44.2% | -25.3% |
| YTD | -45.9% | +69.9% | -115.9% | -51.3% |
| 1Y | -46.1% | +94.4% | -140.5% | -52.6% |
| 3Y | +40.9% | +154.8% | -113.9% | +12.0% |
| All | +83.4% | +80.1% | +3.3% | +46.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling