-20.9%
VST vs AXON
-28.9%
+8.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.2% | +7.7% | +3.8% |
| 7D | +8.9% | -14.2% | +23.1% | +10.0% |
| 30D | +6.2% | -15.4% | +21.6% | +7.2% |
| 3M | -2.7% | +0.5% | -3.2% | -3.5% |
| 6M | -8.4% | -9.5% | +1.1% | -6.5% |
| YTD | -7.2% | -9.2% | +2.0% | -5.6% |
| 1Y | -20.9% | -29.4% | +8.5% | -15.7% |
| All | -20.9% | -28.9% | +8.1% | -15.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling