+142.2%
VXUS vs AXON
+1,048.6%
-906.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | +0.5% | -27.4% | +27.9% | +4.1% |
| 30D | -2.5% | -28.5% | +25.9% | +1.1% |
| 3M | -4.6% | -49.3% | +44.6% | +2.7% |
| 6M | -2.6% | -25.0% | +22.4% | -1.0% |
| YTD | +10.4% | -46.7% | +57.1% | +16.1% |
| 1Y | +12.9% | -48.3% | +61.1% | +19.2% |
| 3Y | +68.4% | +38.8% | +29.6% | +48.9% |
| 5Y | +47.7% | +77.7% | -30.0% | +21.9% |
| 10Y | +142.2% | +1,028.0% | -885.8% | +60.9% |
| All | +142.2% | +1,048.6% | -906.4% | +60.9% |
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