+62.1%
VEA vs AXON
+177.9%
-115.8%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | -0.2% |
| 7D | +1.9% | -2.5% | +4.3% | +2.1% |
| 30D | +0.8% | -11.5% | +12.3% | +1.9% |
| 3M | +5.7% | +7.3% | -1.6% | +4.0% |
| 6M | +13.3% | -11.9% | +25.2% | +13.6% |
| YTD | +18.4% | -11.0% | +29.4% | +18.0% |
| 1Y | +27.0% | -31.8% | +58.7% | +30.3% |
| 3Y | +79.3% | +135.4% | -56.1% | +46.6% |
| 5Y | +62.1% | +176.9% | -114.7% | +19.1% |
| All | +62.1% | +177.9% | -115.8% | +19.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling