+57.3%
VUG vs AXON
+71.5%
-14.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -18.2% | +19.1% | +4.4% |
| 7D | -3.4% | -26.8% | +23.4% | +2.2% |
| 30D | -11.1% | -22.9% | +11.8% | -7.0% |
| 3M | -7.2% | -40.1% | +32.8% | +1.3% |
| 6M | -4.1% | -18.9% | +14.7% | -3.4% |
| YTD | +1.4% | -44.9% | +46.3% | +9.7% |
| 1Y | +1.9% | -46.7% | +48.6% | +11.0% |
| 3Y | +77.7% | +44.3% | +33.4% | +35.9% |
| All | +57.3% | +71.5% | -14.2% | +1.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling