+134.7%
VGT vs AXON
+177.9%
-43.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.0% | +1.8% | +0.2% |
| 7D | +1.8% | -2.5% | +4.3% | +2.3% |
| 30D | -0.3% | -11.5% | +11.2% | +1.8% |
| 3M | +3.4% | +7.3% | -3.9% | -0.1% |
| 6M | +35.0% | -11.9% | +46.9% | +35.4% |
| YTD | +28.8% | -11.0% | +39.8% | +27.6% |
| 1Y | +38.0% | -31.8% | +69.7% | +45.4% |
| 3Y | +125.8% | +135.4% | -9.6% | +56.7% |
| 5Y | +134.7% | +176.9% | -42.1% | +38.9% |
| All | +134.7% | +177.9% | -43.2% | +38.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling