+557.4%
VRTX vs AXON
+1,304.2%
-746.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -18.2% | +19.0% | +2.6% |
| 7D | -2.1% | -26.8% | +24.7% | +0.6% |
| 30D | +8.2% | -22.9% | +31.1% | +10.6% |
| 3M | +13.0% | -40.1% | +53.1% | +18.1% |
| 6M | +27.9% | -18.9% | +46.8% | +29.2% |
| YTD | +20.7% | -44.9% | +65.6% | +25.5% |
| 1Y | +31.4% | -46.7% | +78.1% | +37.1% |
| 3Y | +41.8% | +44.3% | -2.5% | +23.9% |
| 5Y | +183.7% | +71.4% | +112.3% | +134.1% |
| All | +557.4% | +1,304.2% | -746.8% | +255.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling