+147.1%
VXUS vs AXON
+1,109.0%
-961.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.3% | -3.3% | +0.4% |
| 7D | -0.5% | -25.6% | +25.1% | +2.7% |
| 30D | -1.2% | -23.9% | +22.7% | +1.7% |
| 3M | -3.8% | -50.4% | +46.6% | +3.9% |
| 6M | -1.7% | -20.0% | +18.4% | -0.8% |
| YTD | +11.4% | -44.5% | +55.9% | +16.7% |
| 1Y | +13.3% | -44.9% | +58.2% | +18.7% |
| 3Y | +70.0% | +44.7% | +25.3% | +49.5% |
| 5Y | +48.1% | +86.7% | -38.6% | +21.5% |
| 10Y | +147.1% | +1,060.5% | -913.4% | +63.4% |
| All | +147.1% | +1,109.0% | -961.9% | +63.4% |
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