+166.3%
AXON vs VWO
+32.1%
+134.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.7% | -1.1% |
| 7D | -11.0% | -1.7% | -9.3% | -9.9% |
| 30D | -24.7% | -0.3% | -24.4% | -24.6% |
| 3M | +7.0% | +4.0% | +3.0% | +3.6% |
| 6M | -9.6% | +8.1% | -17.8% | -15.4% |
| YTD | -15.7% | +11.6% | -27.3% | -23.2% |
| 1Y | -35.9% | +16.2% | -52.2% | -43.6% |
| 3Y | +123.0% | +63.3% | +59.8% | +43.2% |
| 5Y | +166.3% | +33.4% | +133.0% | +98.9% |
| All | +166.3% | +32.1% | +134.2% | +98.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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