+302.5%
VTI vs AXON
+1,811.1%
-1,508.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.5% | -0.1% |
| 7D | -0.4% | -3.3% | +3.0% | +0.1% |
| 30D | -1.6% | -17.8% | +16.2% | +1.2% |
| 3M | +3.6% | +8.3% | -4.7% | +1.0% |
| 6M | +13.0% | -12.4% | +25.4% | +13.3% |
| YTD | +12.7% | -13.7% | +26.4% | +12.5% |
| 1Y | +18.4% | -33.1% | +51.4% | +22.8% |
| 3Y | +76.4% | +128.2% | -51.8% | +41.6% |
| 5Y | +73.7% | +170.5% | -96.8% | +29.9% |
| 10Y | +302.5% | +1,846.0% | -1,543.5% | +126.5% |
| All | +302.5% | +1,811.1% | -1,508.6% | +126.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling