+112,002.2%
AXON vs VTRS
+100.4%
+111,901.8%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.4% | -3.8% | -4.1% |
| 7D | -14.2% | +3.3% | -17.5% | -15.2% |
| 30D | -15.4% | -3.6% | -11.7% | -14.2% |
| 3M | +0.5% | +7.0% | -6.5% | -1.6% |
| 6M | -9.5% | +17.5% | -27.0% | -14.1% |
| YTD | -9.2% | +38.8% | -48.0% | -18.8% |
| 1Y | -29.4% | +69.2% | -98.6% | -41.1% |
| 3Y | +139.4% | +77.5% | +62.0% | +89.0% |
| 5Y | +178.9% | +39.9% | +139.0% | +129.5% |
| 10Y | +1,840.8% | -47.1% | +1,887.9% | +1,893.8% |
| All | +112,002.2% | +100.4% | +111,901.8% | +68,951.0% |
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