+769.3%
VST vs AXON
+179.8%
+589.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.2% | +7.7% | +4.5% |
| 7D | +8.9% | -14.2% | +23.1% | +12.5% |
| 30D | +6.2% | -15.4% | +21.6% | +9.3% |
| 3M | -2.7% | +0.5% | -3.2% | -5.3% |
| 6M | -8.4% | -9.5% | +1.1% | -9.1% |
| YTD | -7.2% | -9.2% | +2.0% | -8.9% |
| 1Y | -20.9% | -29.4% | +8.5% | -17.0% |
| 3Y | +384.0% | +139.4% | +244.6% | +289.6% |
| All | +769.3% | +179.8% | +589.5% | +500.7% |
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 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