+366.1%
VRT vs AXON
+40.0%
+326.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.1% |
| 7D | -17.7% | -27.4% | +9.7% | -10.7% |
| 30D | -20.0% | -28.5% | +8.5% | -13.0% |
| 3M | -28.1% | -49.3% | +21.2% | -14.6% |
| 6M | -42.8% | -25.0% | -17.8% | -41.4% |
| YTD | +20.0% | -46.7% | +66.7% | +35.4% |
| 1Y | +3.5% | -48.3% | +51.8% | +18.6% |
| 3Y | +366.1% | +38.8% | +327.3% | +236.5% |
| All | +366.1% | +40.0% | +326.1% | +236.5% |
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 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