+147.0%
VXUS vs AXON
+1,854.8%
-1,707.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.2% | +4.7% | +1.0% |
| 7D | +1.0% | -14.2% | +15.2% | +2.8% |
| 30D | +2.2% | -15.4% | +17.6% | +3.8% |
| 3M | +3.0% | +0.5% | +2.5% | +2.0% |
| 6M | +10.7% | -9.5% | +20.2% | +10.4% |
| YTD | +17.8% | -9.2% | +27.0% | +16.9% |
| 1Y | +27.6% | -29.4% | +57.0% | +30.3% |
| 3Y | +73.3% | +139.4% | -66.1% | +44.6% |
| 5Y | +54.3% | +178.9% | -124.6% | +22.0% |
| All | +147.0% | +1,854.8% | -1,707.8% | +56.7% |
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 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