+307.4%
IVV vs AXON
+1,048.6%
-741.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.1% | -0.3% |
| 7D | -0.6% | -27.4% | +26.8% | +3.9% |
| 30D | -3.7% | -28.5% | +24.8% | +0.8% |
| 3M | -2.7% | -49.3% | +46.5% | +6.8% |
| 6M | +2.2% | -25.0% | +27.3% | +4.5% |
| YTD | +10.9% | -46.7% | +57.6% | +18.3% |
| 1Y | +11.3% | -48.3% | +59.6% | +19.2% |
| 3Y | +76.9% | +38.8% | +38.1% | +53.5% |
| 5Y | +73.5% | +77.7% | -4.2% | +38.8% |
| 10Y | +307.4% | +1,028.0% | -720.6% | +150.7% |
| All | +307.4% | +1,048.6% | -741.2% | +150.7% |
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