+962.7%
VST vs AXON
+1,677.0%
-714.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +1.8% | -15.7% | -14.2% |
| 7D | -15.7% | +0.2% | -16.0% | -15.8% |
| 30D | -17.0% | +3.0% | -20.0% | -17.6% |
| 3M | -15.9% | -30.1% | +14.3% | -11.2% |
| 6M | -25.0% | +7.7% | -32.7% | -28.5% |
| YTD | -25.1% | -25.3% | +0.2% | -23.9% |
| 1Y | -34.9% | -39.9% | +5.1% | -30.9% |
| 3Y | +252.7% | +95.2% | +157.4% | +205.0% |
| 5Y | +582.3% | +129.9% | +452.5% | +457.4% |
| 10Y | +1,076.6% | +1,829.8% | -753.3% | +601.6% |
| All | +962.7% | +1,677.0% | -714.3% | +540.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling