+77.7%
AXON vs VTV
+76.8%
+0.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.4% |
| 7D | -27.4% | 0.0% | -27.4% | -27.2% |
| 30D | -28.5% | +3.2% | -31.7% | -30.6% |
| 3M | -49.3% | +1.7% | -50.9% | -50.0% |
| 6M | -25.0% | +11.0% | -36.1% | -32.6% |
| YTD | -46.7% | +21.0% | -67.7% | -56.6% |
| 1Y | -48.3% | +24.3% | -72.5% | -59.1% |
| 3Y | +38.8% | +76.9% | -38.1% | -27.5% |
| 5Y | +77.7% | +76.9% | +0.8% | -4.2% |
| All | +77.7% | +76.8% | +0.9% | -4.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling