+293.9%
VTI vs AXON
+1,109.0%
-815.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.3% | -3.0% | +0.6% |
| 7D | -0.7% | -25.6% | +24.9% | +3.6% |
| 30D | -1.9% | -23.9% | +22.0% | +1.9% |
| 3M | -1.4% | -50.4% | +49.0% | +9.2% |
| 6M | +3.5% | -20.0% | +23.5% | +4.8% |
| YTD | +12.6% | -44.5% | +57.0% | +19.7% |
| 1Y | +12.7% | -44.9% | +57.6% | +19.9% |
| 3Y | +78.8% | +44.7% | +34.1% | +52.8% |
| 5Y | +67.2% | +86.7% | -19.5% | +31.1% |
| 10Y | +293.9% | +1,060.5% | -766.6% | +135.0% |
| All | +293.9% | +1,109.0% | -815.1% | +135.0% |
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