+189.7%
VRTX vs AXON
+81.2%
+108.6%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.8% | -0.7% |
| 7D | 0.0% | -19.7% | +19.7% | +0.9% |
| 30D | +11.8% | -25.7% | +37.5% | +13.2% |
| 3M | +3.2% | -48.8% | +52.0% | +6.1% |
| 6M | +21.0% | -22.0% | +43.0% | +22.4% |
| YTD | +19.7% | -45.9% | +65.6% | +22.2% |
| 1Y | +25.0% | -46.1% | +71.0% | +27.5% |
| 3Y | +45.2% | +40.9% | +4.3% | +28.4% |
| 5Y | +189.7% | +80.2% | +109.5% | +125.8% |
| All | +189.7% | +81.2% | +108.6% | +125.8% |
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