+1,046.6%
AXON vs VTV
+230.1%
+816.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.5% |
| 7D | +0.8% | +2.9% | -2.1% | -2.1% |
| 30D | -22.8% | +3.8% | -26.6% | -25.3% |
| 3M | -48.8% | +1.6% | -50.3% | -49.3% |
| 6M | -16.3% | +11.2% | -27.5% | -24.2% |
| YTD | -44.5% | +22.0% | -66.5% | -54.2% |
| 1Y | -43.4% | +24.9% | -68.3% | -54.4% |
| 3Y | +44.3% | +78.5% | -34.2% | -18.4% |
| 5Y | +85.1% | +77.8% | +7.3% | +6.2% |
| All | +1,046.6% | +230.1% | +816.5% | +320.8% |
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