+289.6%
VTI vs AXON
+1,058.0%
-768.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.7% | -3.1% | -0.8% |
| 7D | +2.5% | +0.8% | +1.8% | +2.4% |
| 30D | -1.5% | -22.8% | +21.2% | +2.1% |
| 3M | -3.2% | -48.8% | +45.6% | +6.7% |
| 6M | +2.3% | -16.3% | +18.6% | +2.8% |
| YTD | +11.6% | -44.5% | +56.1% | +18.7% |
| 1Y | +13.8% | -43.4% | +57.2% | +20.5% |
| 3Y | +77.4% | +44.3% | +33.2% | +51.7% |
| 5Y | +64.6% | +85.1% | -20.5% | +29.2% |
| All | +289.6% | +1,058.0% | -768.4% | +132.4% |
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