+46.1%
VXUS vs AXON
+83.1%
-37.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.7% | -2.7% | -0.3% |
| 7D | +2.1% | +0.8% | +1.3% | +2.0% |
| 30D | -1.1% | -22.8% | +21.6% | +1.1% |
| 3M | -5.6% | -48.8% | +43.1% | +0.3% |
| 6M | -2.3% | -16.3% | +14.0% | -2.1% |
| YTD | +10.4% | -44.5% | +54.8% | +14.8% |
| 1Y | +13.1% | -43.4% | +56.5% | +17.3% |
| 3Y | +68.0% | +44.3% | +23.7% | +44.6% |
| All | +46.1% | +83.1% | -37.0% | +11.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling