+688.8%
VRT vs AXON
+81.2%
+607.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.6% | +4.2% | +2.5% |
| 7D | +18.6% | -19.7% | +38.3% | +26.8% |
| 30D | -11.7% | -25.7% | +14.0% | -2.8% |
| 3M | -27.3% | -48.8% | +21.5% | -9.3% |
| 6M | -42.9% | -22.0% | -20.9% | -41.8% |
| YTD | +29.5% | -45.9% | +75.4% | +48.2% |
| 1Y | +21.0% | -46.1% | +67.1% | +39.0% |
| 3Y | +403.1% | +40.9% | +362.2% | +229.4% |
| 5Y | +688.8% | +80.2% | +608.6% | +265.3% |
| All | +688.8% | +81.2% | +607.7% | +265.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling