+964.2%
VTI vs AXON
+101,343.3%
-100,379.2%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.2% | +3.9% | +0.2% |
| 7D | +0.1% | -14.2% | +14.3% | +1.9% |
| 30D | 0.0% | -15.4% | +15.4% | +1.6% |
| 3M | +2.0% | +0.5% | +1.5% | +1.1% |
| 6M | +13.0% | -9.5% | +22.5% | +12.7% |
| YTD | +13.9% | -9.2% | +23.1% | +13.1% |
| 1Y | +20.0% | -29.4% | +49.4% | +22.4% |
| 3Y | +75.8% | +139.4% | -63.6% | +51.1% |
| 5Y | +73.8% | +178.9% | -105.1% | +43.8% |
| 10Y | +297.5% | +1,840.8% | -1,543.3% | +152.4% |
| All | +964.2% | +101,343.3% | -100,379.2% | +374.6% |
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