+160.1%
VEA vs AXON
+2,110.4%
-1,950.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.3% | -3.4% | +0.1% |
| 7D | -1.3% | -25.6% | +24.4% | +3.4% |
| 30D | 0.0% | -23.9% | +23.8% | +4.1% |
| 3M | -3.6% | -50.4% | +46.9% | +7.5% |
| 6M | -0.5% | -20.0% | +19.5% | +0.8% |
| YTD | +13.0% | -44.5% | +57.4% | +20.4% |
| 1Y | +16.3% | -44.9% | +61.1% | +24.0% |
| 3Y | +74.4% | +44.7% | +29.7% | +48.6% |
| 5Y | +55.8% | +86.7% | -30.9% | +22.1% |
| 10Y | +161.1% | +1,060.5% | -899.4% | +28.4% |
| All | +160.1% | +2,110.4% | -1,950.3% | -23.3% |
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