+1,855.0%
VRT vs AXON
+342.4%
+1,512.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.1% |
| 7D | -17.7% | -27.4% | +9.7% | -9.8% |
| 30D | -20.0% | -28.5% | +8.5% | -12.0% |
| 3M | -28.1% | -49.3% | +21.2% | -12.7% |
| 6M | -42.8% | -25.0% | -17.8% | -40.7% |
| YTD | +20.0% | -46.7% | +66.7% | +35.6% |
| 1Y | +3.5% | -48.3% | +51.8% | +18.5% |
| 3Y | +366.1% | +38.8% | +327.3% | +267.6% |
| 5Y | +632.2% | +77.7% | +554.5% | +399.8% |
| All | +1,855.0% | +342.4% | +1,512.5% | +894.8% |
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