-43.4%
AXON vs VTV
+23.7%
-67.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.5% |
| 7D | +0.8% | +2.9% | -2.1% | -2.4% |
| 30D | -22.8% | +3.8% | -26.6% | -24.8% |
| 3M | -48.8% | +1.6% | -50.3% | -49.2% |
| 6M | -16.3% | +11.2% | -27.5% | -21.0% |
| YTD | -44.5% | +22.0% | -66.5% | -53.4% |
| 1Y | -43.4% | +24.9% | -68.3% | -54.3% |
| All | -43.4% | +23.7% | -67.1% | -54.3% |
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