+1,155.8%
VUG vs AXON
+2,854.5%
-1,698.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -18.2% | +19.1% | +3.6% |
| 7D | -3.4% | -26.8% | +23.4% | +0.8% |
| 30D | -11.1% | -22.9% | +11.8% | -8.0% |
| 3M | -7.2% | -40.1% | +32.8% | -0.9% |
| 6M | -4.1% | -18.9% | +14.7% | -3.0% |
| YTD | +1.4% | -44.9% | +46.3% | +7.6% |
| 1Y | +1.9% | -46.7% | +48.6% | +8.6% |
| 3Y | +77.7% | +44.3% | +33.4% | +58.7% |
| 5Y | +57.6% | +71.4% | -13.8% | +34.3% |
| 10Y | +398.6% | +1,324.0% | -925.4% | +205.2% |
| All | +1,155.8% | +2,854.5% | -1,698.6% | +478.6% |
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