+812.9%
VGT vs AXON
+1,811.1%
-998.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +2.9% | +0.5% |
| 7D | +1.5% | -3.3% | +4.8% | +2.1% |
| 30D | +0.5% | -17.8% | +18.4% | +4.4% |
| 3M | +5.3% | +8.3% | -3.0% | +1.7% |
| 6M | +32.4% | -12.4% | +44.8% | +32.7% |
| YTD | +28.6% | -13.7% | +42.3% | +28.2% |
| 1Y | +37.6% | -33.1% | +70.7% | +44.6% |
| 3Y | +125.5% | +128.2% | -2.7% | +70.2% |
| 5Y | +135.2% | +170.5% | -35.3% | +62.6% |
| 10Y | +812.9% | +1,846.0% | -1,033.1% | +357.4% |
| All | +812.9% | +1,811.1% | -998.2% | +357.4% |
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