+2,618.8%
AXON vs VTV
+729.9%
+1,888.9%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -30.9% |
| 3M | -49.3% | +1.7% | -50.9% | -50.1% |
| 6M | -25.0% | +11.0% | -36.1% | -33.4% |
| YTD | -46.7% | +21.0% | -67.7% | -57.5% |
| 1Y | -48.3% | +24.3% | -72.5% | -60.0% |
| 3Y | +38.8% | +76.9% | -38.1% | -29.7% |
| 5Y | +77.7% | +76.9% | +0.8% | -9.4% |
| 10Y | +1,028.0% | +227.8% | +800.2% | +159.6% |
| All | +2,618.8% | +729.9% | +1,888.9% | +85.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling