+4,534.2%
AXON vs VTV
+721.7%
+3,812.5%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.2% | -3.9% | -3.9% |
| 7D | -14.2% | +0.5% | -14.7% | -14.6% |
| 30D | -15.4% | +1.1% | -16.5% | -16.3% |
| 3M | +0.5% | +5.9% | -5.4% | -5.9% |
| 6M | -9.5% | +11.6% | -21.1% | -20.6% |
| YTD | -9.2% | +19.8% | -29.0% | -26.8% |
| 1Y | -29.4% | +26.2% | -55.6% | -46.5% |
| 3Y | +139.4% | +68.5% | +70.9% | +28.6% |
| 5Y | +178.9% | +79.9% | +99.0% | +38.8% |
| 10Y | +1,840.8% | +229.7% | +1,611.1% | +343.0% |
| All | +4,534.2% | +721.7% | +3,812.5% | +219.2% |
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 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