+70.6%
VZ vs AXON
+1,048.6%
-978.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.5% |
| 7D | +2.4% | -27.4% | +29.7% | +2.5% |
| 30D | +11.2% | -28.5% | +39.6% | +11.3% |
| 3M | 0.0% | -49.3% | +49.3% | +0.3% |
| 6M | +1.3% | -25.0% | +26.3% | +1.3% |
| YTD | +21.3% | -46.7% | +68.0% | +21.6% |
| 1Y | +23.9% | -48.3% | +72.2% | +24.4% |
| 3Y | +57.7% | +38.8% | +18.9% | +52.3% |
| 5Y | +21.2% | +77.7% | -56.5% | +15.2% |
| 10Y | +70.6% | +1,028.0% | -957.5% | +51.6% |
| All | +70.6% | +1,048.6% | -978.0% | +51.6% |
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