-33.1%
AXON vs VTV
+25.5%
-58.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.7% | -2.8% |
| 7D | -3.3% | -0.7% | -2.7% | -2.7% |
| 30D | -17.8% | -0.5% | -17.3% | -17.4% |
| 3M | +8.3% | +5.3% | +3.0% | +5.4% |
| 6M | -12.4% | +12.9% | -25.2% | -19.4% |
| YTD | -13.7% | +18.5% | -32.2% | -25.1% |
| 1Y | -33.1% | +25.3% | -58.3% | -44.7% |
| All | -33.1% | +25.5% | -58.6% | -44.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling