+1,678.9%
VRT vs AXON
+459.5%
+1,219.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -9.8% | -4.2% | -10.9% |
| 7D | -28.1% | -12.7% | -15.5% | -24.8% |
| 30D | -30.2% | -8.6% | -21.6% | -28.1% |
| 3M | -36.4% | -37.2% | +0.8% | -27.5% |
| 6M | -48.2% | +0.5% | -48.7% | -50.7% |
| YTD | +9.2% | -32.6% | +41.8% | +15.9% |
| 1Y | -7.2% | -40.2% | +32.9% | +2.9% |
| 3Y | +338.7% | +76.1% | +262.6% | +224.1% |
| 5Y | +542.8% | +109.5% | +433.4% | +319.3% |
| All | +1,678.9% | +459.5% | +1,219.5% | +750.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling