+396.3%
VUG vs AXON
+1,278.1%
-881.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.1% | +5.9% | +3.4% |
| 7D | +0.5% | -28.7% | +29.2% | +6.7% |
| 30D | -8.2% | -28.3% | +20.1% | -2.7% |
| 3M | -5.4% | -46.9% | +41.5% | +5.5% |
| 6M | -2.5% | -24.9% | +22.3% | +0.2% |
| YTD | +4.2% | -46.6% | +50.8% | +13.1% |
| 1Y | +5.0% | -49.7% | +54.7% | +15.3% |
| 3Y | +81.7% | +40.6% | +41.2% | +52.9% |
| 5Y | +62.5% | +71.9% | -9.4% | +25.0% |
| 10Y | +396.3% | +1,180.9% | -784.5% | +191.1% |
| All | +396.3% | +1,278.1% | -881.8% | +191.1% |
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