+77.4%
VTI vs AXON
+134.7%
-57.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.4% | -0.3% |
| 7D | +0.6% | -2.5% | +3.1% | +0.9% |
| 30D | -1.1% | -11.5% | +10.4% | 0.0% |
| 3M | +3.9% | +7.3% | -3.4% | +2.3% |
| 6M | +14.6% | -11.9% | +26.6% | +15.0% |
| YTD | +13.3% | -11.0% | +24.3% | +13.1% |
| 1Y | +19.2% | -31.8% | +50.9% | +22.7% |
| 3Y | +77.4% | +135.4% | -58.0% | +42.7% |
| All | +77.4% | +134.7% | -57.3% | +42.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling