+163.6%
VEA vs AXON
+1,811.1%
-1,647.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.5% |
| 7D | +0.3% | -3.3% | +3.7% | +0.7% |
| 30D | +0.4% | -17.8% | +18.3% | +2.6% |
| 3M | +4.8% | +8.3% | -3.5% | +2.8% |
| 6M | +11.3% | -12.4% | +23.6% | +11.4% |
| YTD | +17.4% | -13.7% | +31.1% | +17.2% |
| 1Y | +26.2% | -33.1% | +59.3% | +29.7% |
| 3Y | +77.7% | +128.2% | -50.5% | +49.3% |
| 5Y | +60.9% | +170.5% | -109.6% | +27.8% |
| 10Y | +163.6% | +1,846.0% | -1,682.4% | +68.2% |
| All | +163.6% | +1,811.1% | -1,647.5% | +68.2% |
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