+262.4%
VST vs AXON
+42.7%
+219.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -18.2% | +28.7% | +14.6% |
| 7D | -9.8% | -26.8% | +17.0% | -3.9% |
| 30D | -25.1% | -22.9% | -2.2% | -21.4% |
| 3M | -11.6% | -40.1% | +28.5% | -2.2% |
| 6M | -20.9% | -18.9% | -2.0% | -23.7% |
| YTD | -22.3% | -44.9% | +22.6% | -15.1% |
| 1Y | -32.0% | -46.7% | +14.7% | -24.8% |
| 3Y | +262.4% | +44.3% | +218.1% | +199.7% |
| All | +262.4% | +42.7% | +219.7% | +199.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling