+19.9%
VGT vs AXON
-40.7%
+60.6%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | 0.0% |
| 7D | -6.5% | +0.2% | -6.7% | -6.5% |
| 30D | -10.6% | +3.0% | -13.6% | -10.9% |
| 3M | -3.7% | -30.1% | +26.4% | -0.6% |
| 6M | +10.4% | +7.7% | +2.6% | +7.3% |
| YTD | +23.1% | -25.3% | +48.4% | +24.2% |
| 1Y | +19.9% | -39.9% | +59.8% | +25.0% |
| All | +19.9% | -40.7% | +60.6% | +25.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling