+72.6%
VZ vs AXON
+1,058.0%
-985.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.7% | -3.1% | -0.4% |
| 7D | +1.5% | +0.8% | +0.7% | +1.5% |
| 30D | +4.4% | -22.8% | +27.1% | +4.5% |
| 3M | -2.4% | -48.8% | +46.4% | -2.1% |
| 6M | +1.4% | -16.3% | +17.7% | +1.3% |
| YTD | +21.4% | -44.5% | +65.9% | +21.7% |
| 1Y | +20.3% | -43.4% | +63.7% | +20.6% |
| 3Y | +57.4% | +44.3% | +13.1% | +52.0% |
| 5Y | +21.9% | +85.1% | -63.2% | +15.9% |
| All | +72.6% | +1,058.0% | -985.3% | +54.4% |
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