+165.8%
VXUS vs AXON
+7,194.8%
-7,028.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | -0.6% |
| 7D | +2.3% | -19.7% | +22.0% | +4.8% |
| 30D | -2.2% | -25.7% | +23.5% | +1.1% |
| 3M | -5.4% | -48.8% | +43.4% | +2.2% |
| 6M | -1.2% | -22.0% | +20.7% | +0.1% |
| YTD | +10.4% | -45.9% | +56.3% | +16.2% |
| 1Y | +11.8% | -46.1% | +57.9% | +17.7% |
| 3Y | +68.4% | +40.9% | +27.5% | +49.7% |
| 5Y | +45.9% | +80.2% | -34.4% | +21.7% |
| 10Y | +144.7% | +1,029.9% | -885.2% | +50.3% |
| All | +165.8% | +7,194.8% | -7,028.9% | -2.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling