+66,663.0%
AXON vs VTRS
+145.4%
+66,517.6%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.9% | -0.8% | -2.0% |
| 7D | -19.7% | +9.0% | -28.7% | -22.3% |
| 30D | -25.7% | +19.8% | -45.5% | -30.3% |
| 3M | -48.8% | +29.3% | -78.1% | -53.3% |
| 6M | -22.0% | +22.2% | -44.2% | -27.4% |
| YTD | -45.9% | +69.9% | -115.9% | -55.0% |
| 1Y | -46.1% | +94.4% | -140.5% | -57.0% |
| 3Y | +40.9% | +154.8% | -113.9% | -1.9% |
| 5Y | +80.2% | +80.8% | -0.6% | +35.9% |
| 10Y | +1,029.9% | -31.8% | +1,061.7% | +965.6% |
| All | +66,663.0% | +145.4% | +66,517.6% | +38,170.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling