+123.4%
VRT vs AXON
-28.9%
+152.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -4.2% | +8.5% | +4.6% |
| 7D | +9.1% | -14.2% | +23.3% | +9.9% |
| 30D | +0.9% | -15.4% | +16.3% | +1.6% |
| 3M | -13.4% | +0.5% | -13.9% | -12.9% |
| 6M | +11.7% | -9.5% | +21.2% | +15.5% |
| YTD | +73.2% | -9.2% | +82.4% | +76.7% |
| 1Y | +123.4% | -29.4% | +152.8% | +137.0% |
| All | +123.4% | -28.9% | +152.4% | +137.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling