+905.2%
VRT vs AXON
+179.8%
+725.4%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -4.2% | +8.5% | +5.9% |
| 7D | +9.1% | -14.2% | +23.3% | +15.0% |
| 30D | +0.9% | -15.4% | +16.3% | +5.6% |
| 3M | -13.4% | +0.5% | -13.9% | -16.4% |
| 6M | +11.7% | -9.5% | +21.2% | +10.0% |
| YTD | +73.2% | -9.2% | +82.4% | +66.9% |
| 1Y | +123.4% | -29.4% | +152.8% | +140.0% |
| 3Y | +606.2% | +139.4% | +466.8% | +289.9% |
| All | +905.2% | +179.8% | +725.4% | +305.3% |
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