+2,267.4%
VGT vs AXON
+4,767.5%
-2,500.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.2% | +4.5% | +1.0% |
| 7D | +1.0% | -14.2% | +15.2% | +3.4% |
| 30D | +1.3% | -15.4% | +16.7% | +3.4% |
| 3M | -1.1% | +0.5% | -1.6% | -2.3% |
| 6M | +32.6% | -9.5% | +42.1% | +32.2% |
| YTD | +29.0% | -9.2% | +38.2% | +27.8% |
| 1Y | +39.7% | -29.4% | +69.1% | +43.6% |
| 3Y | +120.9% | +139.4% | -18.5% | +81.7% |
| 5Y | +133.6% | +178.9% | -45.4% | +83.2% |
| 10Y | +792.6% | +1,840.8% | -1,048.2% | +404.2% |
| All | +2,267.4% | +4,767.5% | -2,500.1% | +855.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling