+619.5%
VRT vs AXON
+140.4%
+479.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -4.2% | +8.5% | +5.6% |
| 7D | +9.1% | -14.2% | +23.3% | +13.8% |
| 30D | +0.9% | -15.4% | +16.3% | +4.7% |
| 3M | -13.4% | +0.5% | -13.9% | -15.6% |
| 6M | +11.7% | -9.5% | +21.2% | +11.7% |
| YTD | +73.2% | -9.2% | +82.4% | +70.2% |
| 1Y | +123.4% | -29.4% | +152.8% | +143.3% |
| All | +619.5% | +140.4% | +479.1% | +318.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling