+1,786.0%
AXON vs VTV
+232.1%
+1,553.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -1.6% |
| 7D | -11.0% | -2.1% | -9.0% | -9.1% |
| 30D | -24.7% | -1.3% | -23.4% | -23.7% |
| 3M | +7.0% | +5.6% | +1.4% | +1.6% |
| 6M | -9.6% | +12.4% | -22.0% | -19.5% |
| YTD | -15.7% | +17.6% | -33.3% | -28.3% |
| 1Y | -35.9% | +23.5% | -59.4% | -48.1% |
| 3Y | +123.0% | +67.0% | +56.0% | +33.9% |
| 5Y | +166.3% | +80.5% | +85.8% | +49.4% |
| All | +1,786.0% | +232.1% | +1,553.9% | +442.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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