+735.5%
VGT vs AXON
+1,109.0%
-373.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.3% | -1.4% | +2.0% |
| 7D | -1.6% | -25.6% | +24.1% | +4.3% |
| 30D | -10.1% | -23.9% | +13.8% | -5.3% |
| 3M | -5.3% | -50.4% | +45.2% | +8.8% |
| 6M | +0.2% | -20.0% | +20.3% | +1.9% |
| YTD | +21.1% | -44.5% | +65.6% | +31.5% |
| 1Y | +18.2% | -44.9% | +63.0% | +28.5% |
| 3Y | +107.4% | +44.7% | +62.7% | +70.0% |
| 5Y | +111.5% | +86.7% | +24.8% | +55.4% |
| 10Y | +735.5% | +1,060.5% | -324.9% | +337.2% |
| All | +735.5% | +1,109.0% | -373.4% | +337.2% |
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