+313.4%
IVV vs AXON
+1,109.0%
-795.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.3% | -3.0% | +0.7% |
| 7D | -0.9% | -25.6% | +24.7% | +3.2% |
| 30D | -2.3% | -23.9% | +21.5% | +1.3% |
| 3M | -1.2% | -50.4% | +49.3% | +8.9% |
| 6M | +3.3% | -20.0% | +23.3% | +4.6% |
| YTD | +12.3% | -44.5% | +56.8% | +19.0% |
| 1Y | +12.5% | -44.9% | +57.4% | +19.3% |
| 3Y | +79.2% | +44.7% | +34.4% | +54.5% |
| 5Y | +75.6% | +86.7% | -11.1% | +39.5% |
| 10Y | +313.4% | +1,060.5% | -747.1% | +152.8% |
| All | +313.4% | +1,109.0% | -795.6% | +152.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 10y: compounded portfolio wealth divided by compounded AXON 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…
10y analysis · Full analysis span regression · 6 months rolling