+717.0%
VGT vs AXON
+1,048.6%
-331.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.3% |
| 7D | -4.1% | -27.4% | +23.2% | +2.1% |
| 30D | -13.6% | -28.5% | +14.8% | -7.8% |
| 3M | -8.0% | -49.3% | +41.3% | +5.0% |
| 6M | -1.5% | -25.0% | +23.6% | +1.5% |
| YTD | +17.7% | -46.7% | +64.4% | +28.9% |
| 1Y | +13.8% | -48.3% | +62.1% | +25.4% |
| 3Y | +101.6% | +38.8% | +62.8% | +66.7% |
| 5Y | +106.7% | +77.7% | +29.0% | +53.4% |
| 10Y | +717.0% | +1,028.0% | -311.1% | +331.9% |
| All | +717.0% | +1,048.6% | -331.6% | +331.9% |
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