+567.3%
VRT vs AXON
+71.5%
+495.8%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -18.2% | +21.7% | +10.0% |
| 7D | -21.4% | -26.8% | +5.5% | -12.7% |
| 30D | -25.8% | -22.9% | -2.9% | -19.4% |
| 3M | -33.5% | -40.1% | +6.6% | -22.1% |
| 6M | -49.0% | -18.9% | -30.1% | -49.2% |
| YTD | +12.9% | -44.9% | +57.8% | +28.6% |
| 1Y | 0.0% | -46.7% | +46.7% | +15.8% |
| 3Y | +361.8% | +44.3% | +317.5% | +199.0% |
| All | +567.3% | +71.5% | +495.8% | +208.8% |
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 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