+160.0%
VEA vs AXON
+2,024.6%
-1,864.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.1% | +6.1% | +3.5% |
| 7D | +0.4% | -28.7% | +29.1% | +5.9% |
| 30D | -0.7% | -28.3% | +27.7% | +4.6% |
| 3M | -3.9% | -46.9% | +43.0% | +5.9% |
| 6M | -0.6% | -24.9% | +24.3% | +1.9% |
| YTD | +12.9% | -46.6% | +59.6% | +21.1% |
| 1Y | +18.4% | -49.7% | +68.1% | +28.2% |
| 3Y | +75.3% | +40.6% | +34.7% | +50.0% |
| 5Y | +54.3% | +71.9% | -17.5% | +22.7% |
| 10Y | +158.0% | +1,180.9% | -1,022.8% | +23.8% |
| All | +160.0% | +2,024.6% | -1,864.6% | -22.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling