+142.3%
VXUS vs AXON
+1,278.1%
-1,135.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.1% | +6.0% | +3.2% |
| 7D | +0.8% | -28.7% | +29.5% | +4.6% |
| 30D | -1.9% | -28.3% | +26.4% | +1.7% |
| 3M | -4.4% | -46.9% | +42.5% | +2.3% |
| 6M | -2.0% | -24.9% | +22.9% | -0.3% |
| YTD | +11.1% | -46.6% | +57.7% | +16.9% |
| 1Y | +15.1% | -49.7% | +64.7% | +21.8% |
| 3Y | +70.4% | +40.6% | +29.9% | +50.7% |
| 5Y | +47.2% | +71.9% | -24.7% | +22.4% |
| 10Y | +142.3% | +1,180.9% | -1,038.6% | +64.2% |
| All | +142.3% | +1,278.1% | -1,135.8% | +64.2% |
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 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